White Falcon Capital Management’s Q1 2025 Investor Letter
White Falcon Capital Management, an investment fund manager, released its first-quarter 2025 investor letter. The fund’s performance for the recent quarter was below expectations...
Author Archive - Soumya Eswaran
Here’s Madison Dividend Income Fund’s Investment Thesis for Honeywell (HON)
Madison Investments, an investment advisor, released its “Madison Dividend Income Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Madison Dividend Income Fund’s Q1 2025 Investor Letter
Madison Investments, an investment advisor, released its “Madison Dividend Income Fund” first-quarter 2025 investor letter. In the first quarter, the fund (Class Y) returned...
Plural Investing Increased its Stake in Seaport Entertainment (SEG) in Q1
Plural Investing LLC, an investment advisor, released its Q1 2025 “Plural Partners Fund L.P” investor letter. A copy of the letter can be downloaded here.
Plural Investing’s Q1 2025 Investor Letter
Plural Investing LLC, an investment advisor, released its Q1 2025 “Plural Partners Fund L.P” investor letter.
Nike (NKE) Traded Lower Due to Several Headwinds
Madison Investments, an investment advisor, released its “Madison Large Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Is Elevance (ELV) an Attractively Valued Stock?
Madison Investments, an investment advisor, released its “Madison Large Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Madison Large Cap Fund Sold Its Stake in US Bancorp (USB)
Madison Investments, an investment advisor, released its “Madison Large Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s What Lifted Fiserv (FI) in Q1
Madison Investments, an investment advisor, released its “Madison Large Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Madison Large Cap Fund Added Ferguson Enterprises (FERG) to its Portfolio On a Dip
Madison Investments, an investment advisor, released its “Madison Large Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Accenture (ACN) Fell due to the Potential Cancellation of Contracts
Madison Investments, an investment advisor, released its “Madison Large Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Madison Large Cap Fund’s Q1 2025 Investor Letter
Madison Investments, an investment advisor, released its “Madison Large Cap Fund” first-quarter 2025 investor letter.
What Makes RB Global (RBA) a Good Investment?
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Mid Cap Growth Fund” first quarter 2025 investor letter.
Datadog (DDOG) Slid on Underwhelming Guidance
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Mid Cap Growth Fund” first quarter 2025 investor letter.
Marvell Technology (MRVL) Declined in Q1 Despite Reporting Strong Earnings
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Mid Cap Growth Fund” first quarter 2025 investor letter.
AppLovin (APP) Slid Due to Investors’ Concerns Over Short Seller’s Report
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Mid Cap Growth Fund” first quarter 2025 investor letter.
Here’s Why The Trade Desk (TTD) Declined in Q1
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Mid Cap Growth Fund” first quarter 2025 investor letter.
Deckers Outdoor Corporation (DECK) Traded Lower Due to Softer Quarterly Guidance
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Mid Cap Growth Fund” first quarter 2025 investor letter.
Waste Connections (WCN) Rose on Investors’ Enthusiasm
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Mid Cap Growth Fund” first quarter 2025 investor letter.
Do You Believe in the Growth Potential of Celsius Holdings (CELH)?
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Mid Cap Growth Fund” first quarter 2025 investor letter.
Cencora (COR) Surged on Strong Returns
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Mid Cap Growth Fund” first quarter 2025 investor letter.
Carillon Eagle Mid Cap Growth Fund’s Q1 2025 Investor Letter
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Mid Cap Growth Fund” first quarter 2025 investor letter.
Greenlight Capital’s Biggest Winner in Q1: Brighthouse Financial (BHF)
Greenlight Capital, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Core Natural Resources (CNR) Declined 27.6% in Q1
Greenlight Capital, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Greenlight Capital’s Q1 2025 Investor Letter
Greenlight Capital, an investment management firm, released its first-quarter 2025 investor letter.
Berkshire Hathaway (BRK-B) Rose 17% in Q1
Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista U.S.
Microsoft (MSFT) Fell as Azur Revenue Growth Fell Short of Expectations
Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista U.S.
Mar Vista’s U.S. Quality Strategy Established a Position in NVIDIA (NVDA) Following a Pullback
Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista U.S.
Mar Vista’s U.S. Quality Strategy Sold PepsiCo (PEP) Despite Its Resilient Nature
Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista U.S.
Investors’ Concerns Weighed on Salesforce’s (CRM) Stock
Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista U.S.
Johnson & Johnson (JNJ) Soared as Markets Favored Defensive Sector
Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista U.S.
Should You Maintain a Positive Outlook on Broadcom (AVGO)?
Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista U.S.
Visa (V) Surged Due to Steady Trends in Electronic Payments
Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista U.S.
Mar Vista’s U.S. Quality Select Strategy’s Q1 2025 Investor Letter
Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista U.S. Quality Select Strategy” first quarter 2025 investor letter.
Aristotle Atlantic’s Large Cap Growth Sold Datadog (DDOG) Following the Quarterly Earnings Release
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Large Cap Growth Strategy” first quarter 2025 investor letter.
What Makes Oracle (ORCL) a Lucrative Investment?
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Large Cap Growth Strategy” first quarter 2025 investor letter.
Bio-Techne Corporation (TECH) Slid Due to NIH’s Funding Concerns
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Large Cap Growth Strategy” first quarter 2025 investor letter.
Here are the Reasons to Invest in CrowdStrike Holdings (CRWD)
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Large Cap Growth Strategy” first quarter 2025 investor letter.
Aristotle Atlantic’s Large Cap Growth Benefited From An Underweight Exposure In Tesla (TSLA)
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Large Cap Growth Strategy” first quarter 2025 investor letter.
Strong Quarterly Earnings Boosted Visa (V)
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Large Cap Growth Strategy” first quarter 2025 investor letter.
Aristotle Atlantic Large Cap Growth Strategy’s Q1 2025 Investor Letter
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Large Cap Growth Strategy” first quarter 2025 investor letter. The U.S.
Does Alibaba Group Holdings Ltd (BABA) Offer an Attractive Risk/Return Opportunity?
Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” first quarter 2025 investor letter.
CVS Health Corp. (CVS) Rebounded in Q1
Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” first quarter 2025 investor letter.
Royalty Pharma PLC (RPRX) Surged Following an Acquisition Announcement
Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” first quarter 2025 investor letter.
Here’s Why Dave & Buster’s Entertainment (PLAY) Traded Lower in Q1
Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” first quarter 2025 investor letter.
What Will be the Future of Seadrill Limited (SDRL)?
Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” first quarter 2025 investor letter.
Should You Hold Illumina (ILMN)?
Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” first quarter 2025 investor letter.
Patient Opportunity Equity Strategy Built Up a Position in JD.com (JD) in Q1
Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” first quarter 2025 investor letter.
Do You Believe in the Upside Potential of New Fortress Energy (NFE)?
Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” first quarter 2025 investor letter.
What Makes Carvana Co. (CVNA) an Investment Bet?
Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” first quarter 2025 investor letter.
