FPA Queens Road Small Cap Value Fund’s Q1 2025 Investor Letter
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” first quarter 2025 investor letter. In the first quarter...
Author Archive - Soumya Eswaran
AbbVie (ABBV) Soared on Favorable Tailwinds
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” first quarter 2025 investor letter.
Oracle (ORCL) Slid on Investors’ Skepticism
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” first quarter 2025 investor letter.
Hewlett Packard Enterprise Company (HPE) Traded Lower Amid Concerns Over Cancellation of Acquisition Deal
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” first quarter 2025 investor letter.
Eaton Corporation plc (ETN) Dropped Due to Concerns Over Impact on AI Supply Chain from Slower Data Centre Expansion
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” first quarter 2025 investor letter.
Microsoft (MSFT) Fell on Potential Competition from DeepSeek
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” first quarter 2025 investor letter.
Solid Results Boosted Abbott Laboratories’ (ABT) Performance in Q1
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” first quarter 2025 investor letter.
Chevron Corporation (CVX) Surged with Rising Commodity Prices
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” first quarter 2025 investor letter.
Carillon Eagle Growth & Income Fund’s Q1 2025 Investor Letter
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” first quarter 2025 investor letter.
Alphabet (GOOG) Slid on Market Rotation
ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Value Strategy” first quarter 2025 investor letter.
Here’s Why Clearbridge Large Cap Value Strategy is Holding Broadcom (AVGO)
ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Value Strategy” first quarter 2025 investor letter.
RTX Corporation (RTX) Rose Due to Elevated Geopolitical Worries
ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Value Strategy” first quarter 2025 investor letter.
Tragic Wildfires in Southern California Affected Edison International (EIX) in Q1
ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Value Strategy” first quarter 2025 investor letter.
Sempra (SRE) Prioritizes Long-Term Growth Over Short-Term Challenges
ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Value Strategy” first quarter 2025 investor letter.
What Makes Novo Nordisk (NVO) a Lucrative Investment?
ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Value Strategy” first quarter 2025 investor letter.
Northrop Grumman (NOC) Surged in Q1. Here’s Why
ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Value Strategy” first quarter 2025 investor letter.
O’Reilly (ORLY) Benefited from Tariff on Auto Imports
ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Value Strategy” first quarter 2025 investor letter.
Clearbridge Investments Large Cap Value Strategy Q1 2025 Investor Letter
ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Value Strategy” first quarter 2025 investor letter.
Is Karman Holdings (KRMN) an Investment Bet?
Baron Funds, an investment management company, released its “Baron Discovery Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Indie Semiconductor (INDI) Declined Due to Forward Guidance Miss
Baron Funds, an investment management company, released its “Baron Discovery Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Baron Discovery Fund Initiated a Position in Arcellx (ACLX)
Baron Funds, an investment management company, released its “Baron Discovery Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Baron Discovery Fund Sold Axon Enterprise (AXON)
Baron Funds, an investment management company, released its “Baron Discovery Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Exact Sciences Corporation (EXAS) Slid on Fear of Competition
Baron Funds, an investment management company, released its “Baron Discovery Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Baron Discovery Fund Added Wingstop (WING) on a Dip
Baron Funds, an investment management company, released its “Baron Discovery Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Strong Results Lifted Kratos Defense & Security Solutions (KTOS)
Baron Funds, an investment management company, released its “Baron Discovery Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Should You be Confident in Tempus AI (TEM)?
Baron Funds, an investment management company, released its “Baron Discovery Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Montrose Environmental Group (MEG) Declined over Potential EPA Enforcement Rollback
Baron Funds, an investment management company, released its “Baron Discovery Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Baron Discovery Fund’s Q1 2025 Investor Letter
Baron Funds, an investment management company, released its “Baron Discovery Fund” first quarter 2025 investor letter.
Here’s How the Short-Term Issues are Affecting Kosmos Energy Ltd. (KOS)
Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Mid-Cap Value Fund” first quarter 2025 investor letter.
Here’s Why CVS Health Corp. (CVS) Traded Higher in Q1
Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Mid-Cap Value Fund” first quarter 2025 investor letter.
Adient PLC (ADNT) Fell Along with Peers in Q1
Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Mid-Cap Value Fund” first quarter 2025 investor letter.
Here’s Why Fluor Corp. (FLR) Fell in Q1
Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Mid-Cap Value Fund” first quarter 2025 investor letter.
F5 (FFIV) Generated Robust Quarterly Results
Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Mid-Cap Value Fund” first quarter 2025 investor letter.
American International Group (AIG) is Positioned for Operating Performance Improvement
Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Mid-Cap Value Fund” first quarter 2025 investor letter.
Hotchkis & Wiley Mid-Cap Value Fund’s Q1 2025 Investor Letter
Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Mid-Cap Value Fund” first quarter 2025 investor letter.
What Makes EMCOR Group (EME) a Good Investment?
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.
Here’s Why Gartner’s (IT) Shares Slipped in Q1
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.
Robust Results Lifted Cencora (COR) Amid Upgraded Outlook
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.
Should You Consider Increasing Your Holdings in CrowdStrike Holdings (CRWD)?
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.
Here’s What Fueled an 8% Lift of Verisk Analytics (VRSK)
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.
TimesSquare Capital FOCUS Growth Strategy Trimmed BJ’s Wholesale Club Holdings (BJ) on Price Appreciation
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.
O’Reilly Automotive’s (ORLY) Revenue Exceeded Expectations. Here’s why
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.
What Makes Waste Connections (WCN) a Resilient Business?
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.
TPG (TPG) Fell Despite Reporting Distributable Earnings Above Expectations
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.
TimesSquare Capital Management U.S. Focus Growth Strategy’s Q1 2025 Investor Letter
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.
Here’s Why Oracle Corporation (ORCL) Fell in Q1
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” first quarter 20245 investor letter.
Should You Consider Adding Starbucks Corporation (SBUX) to Your Portfolio?
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” first quarter 20245 investor letter.
Do You Believe in the Growth Trajectory of Aon plc (AON)?
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” first quarter 20245 investor letter.
Here’s Why Polen Focus Growth Strategy Exited Novo Nordisk A/S (NVO)
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” first quarter 20245 investor letter.
Polen Capital Focus Growth Strategy’s Q1 2025 Investor Letter
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” first quarter 20245 investor letter.
