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Author Archive - Soumya Eswaran

Parnassus Investments Growth Equity Fund’s Q1 2025 Investor Letter

Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” first quarter 2025 investor letter.

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June 27 - Hedge Fund Investor Letters, News

Cloud Slowdown and Regulatory Challenges Impacted Alphabet’s (GOOG) Performance in Q1

Fidelity Investments, an investment management company, recently released its “Fidelity Dividend Growth Fund” first quarter 2025 investor letter.

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June 27 - Hedge Fund Investor Letters, News

Here’s Why Marvell Technology (MRVL) Traded Down in Q1

Fidelity Investments, an investment management company, recently released its “Fidelity Dividend Growth Fund” first quarter 2025 investor letter.

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June 27 - Hedge Fund Investor Letters, News

Fidelity Dividend Growth Fund’s Q1 2025 Investor Letter

Fidelity Investments, an investment management company, recently released its “Fidelity Dividend Growth Fund” first quarter 2025 investor letter.

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June 27 - Hedge Fund Investor Letters, News

Here’s Why Boston Beer Co (SAM) Traded Down in Q1

Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” first quarter 2025 investor letter.

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June 27 - Hedge Fund Investor Letters, News

Graham Holdings (GHC) Reported Solid Quarter Amid Volatility

Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” first quarter 2025 investor letter.

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June 27 - Hedge Fund Investor Letters, News

Is Potlatchdeltic Corp (PCH) an Undervalued Stock?

Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” first quarter 2025 investor letter.

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June 27 - Hedge Fund Investor Letters, News

Macroeconomic Environment Pulled Down Park Hotels & Resorts Inc (PK) in Q1

Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” first quarter 2025 investor letter.

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June 27 - Hedge Fund Investor Letters, News

Longleaf Partners Small-Cap Fund’s Q1 2025 Investor Letter

Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” first quarter 2025 investor letter.

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June 27 - Hedge Fund Investor Letters, News

Parnassus Core Equity Fund Sold D.R. Horton (DHI) Due to Uncertain Housing Demand

Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” first quarter 2025 investor letter.

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June 27 - Hedge Fund Investor Letters, News

Parnassus Core Equity Fund Sold Verizon Communications (VZ) as it Fell Short of Expectations

Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” first quarter 2025 investor letter.

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June 27 - Hedge Fund Investor Letters, News

Parnassus Core Equity Fund Added Advanced Micro Devices (AMD) on a Dip

Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” first quarter 2025 investor letter.

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June 27 - Hedge Fund Investor Letters, News

Axis Capital Holdings Limited (AXS) Surged on Increased Investment Income

River Road Asset Management, an investment management company, released its “River Road Small Cap Value Fund” Q1 2025 investor letter.

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June 26 - Hedge Fund Investor Letters, News

Here’s Why Atkore (ATKR) Traded Lower in Q1

River Road Asset Management, an investment management company, released its “River Road Small Cap Value Fund” Q1 2025 investor letter.

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June 26 - Hedge Fund Investor Letters, News

GEO Group (GEO) has Risen Significantly Since U.S. Election Victory

River Road Asset Management, an investment management company, released its “River Road Small Cap Value Fund” Q1 2025 investor letter.

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June 26 - Hedge Fund Investor Letters, News

Embecta Corp. (EMBC) Lowered FY25 Guidance Amid Foreign Exchange Challenges

River Road Asset Management, an investment management company, released its “River Road Small Cap Value Fund” Q1 2025 investor letter.

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June 26 - Hedge Fund Investor Letters, News

LGI Homes (LGIH) Slid Amid Decline in Home Closings

River Road Asset Management, an investment management company, released its “River Road Small Cap Value Fund” Q1 2025 investor letter.

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June 26 - Hedge Fund Investor Letters, News

Shift4 Payments (FOUR) Traded Down in Q1 Following an Acquisition Announcement

Wasatch Global Investors, an asset management company, released its “Wasatch U.S. Select Strategy” first-quarter 2025 investor letter.

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June 26 - Hedge Fund Investor Letters, News

Should You Hold ICON PLC (ICLR)?

Wasatch Global Investors, an asset management company, released its “Wasatch U.S. Select Strategy” first-quarter 2025 investor letter.

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June 26 - Hedge Fund Investor Letters, News

Here’s Columbia Seligman Global Technology Fund’s Comment on Bloom Energy (BE)

Columbia Threadneedle Investments, an investment management company, released its “Columbia Seligman Global Technology Fund” first quarter 2025 investor letter.

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June 26 - Hedge Fund Investor Letters, News

Here’s Why Guidewire Software (GWRE) Rose in Q1

Wasatch Global Investors, an asset management company, released its “Wasatch U.S. Select Strategy” first-quarter 2025 investor letter.

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June 26 - Hedge Fund Investor Letters, News

Impressive Results Lifted HEICO Corp. (HEI) in Q1

Wasatch Global Investors, an asset management company, released its “Wasatch U.S. Select Strategy” first-quarter 2025 investor letter.

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June 26 - Hedge Fund Investor Letters, News

Is Waste Management (WM) a Defensive Stock?

Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” first quarter 2025 investor letter.

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June 26 - Hedge Fund Investor Letters, News

Can Brown & Brown (BRO) Deliver Strong Returns Across Economic Cycles?

Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” first quarter 2025 investor letter.

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June 26 - Hedge Fund Investor Letters, News

Lam Research Corporation (LRCX) Surged in Q1. Here’s Why

Columbia Threadneedle Investments, an investment management company, released its “Columbia Seligman Global Technology Fund” first quarter 2025 investor letter.

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June 26 - Hedge Fund Investor Letters, News

Here’s Why Cigna Group (CI) Surged in Q1

Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” first quarter 2025 investor letter.

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June 26 - Hedge Fund Investor Letters, News

Apple (AAPL) Stock Pulled Back Along with Other Tech Players

Columbia Threadneedle Investments, an investment management company, released its “Columbia Seligman Global Technology Fund” first quarter 2025 investor letter.

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June 26 - Hedge Fund Investor Letters, News

Intercontinental Exchange (ICE) Gained from Rising Commodity Prices and Global Volatility

Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” first quarter 2025 investor letter.

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June 26 - Hedge Fund Investor Letters, News

Here’s How Tariff Policy Impacted ON Semiconductor (ON)

Columbia Threadneedle Investments, an investment management company, released its “Columbia Seligman Global Technology Fund” first quarter 2025 investor letter.

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June 26 - Hedge Fund Investor Letters, News

Should You Invest in ServiceNow (NOW)?

Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” first quarter 2025 investor letter.

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June 26 - Hedge Fund Investor Letters, News

Columbia Seligman Global Technology Fund’s Q1 2025 Investor Letter

Columbia Threadneedle Investments, an investment management company, released its “Columbia Seligman Global Technology Fund” first quarter 2025 investor letter.

Keep Reading →

June 26 - Hedge Fund Investor Letters, News

Parnassus Core Equity Fund’s Q1 2025 Investor Letter

Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” first quarter 2025 investor letter.

Keep Reading →

June 26 - Hedge Fund Investor Letters, News

Wasatch Global Investors U.S. Select Strategy’s Q1 2025 Investor Letter

Wasatch Global Investors, an asset management company, released its “Wasatch U.S. Select Strategy” first-quarter 2025 investor letter.

Keep Reading →

June 26 - Hedge Fund Investor Letters, News

Here’s Why Progyny (PGNY) Rebounded in Q1

River Road Asset Management, an investment management company, released its “River Road Small Cap Value Fund” Q1 2025 investor letter.

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June 25 - Hedge Fund Investor Letters, News

AMG River Road Small Cap Value Fund’s Q1 2025 Investor Letter

River Road Asset Management, an investment management company, released its “River Road Small Cap Value Fund” Q1 2025 investor letter. In the first quarter, AMG River Road...

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June 25 - Hedge Fund Investor Letters, News

Several Factors Lifted Guidewire Software (GWRE) in Q1

Brown Brothers Harriman & Co., a global financial services firm, released its “The BBH Select Series – Mid Cap Fund” first quarter investor letter.

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June 25 - Hedge Fund Investor Letters, News

Here’s Why Brown & Brown (BRO) Delivered 22.1% Returns in Q1

Brown Brothers Harriman & Co., a global financial services firm, released its “The BBH Select Series – Mid Cap Fund” first quarter investor letter.

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June 25 - Hedge Fund Investor Letters, News

What Makes Keysight Technologies (KEYS) a Standout Opportunity?

Brown Brothers Harriman & Co., a global financial services firm, released its “The BBH Select Series – Mid Cap Fund” first quarter investor letter.

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June 25 - Hedge Fund Investor Letters, News

What Makes UL Solutions (ULS) a Compelling Investment Opportunity?

Brown Brothers Harriman & Co., a global financial services firm, released its “The BBH Select Series – Mid Cap Fund” first quarter investor letter.

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June 25 - Hedge Fund Investor Letters, News

Bruker Corporation (BRKR) Fell Amid Cautious Outlook

Brown Brothers Harriman & Co., a global financial services firm, released its “The BBH Select Series – Mid Cap Fund” first quarter investor letter.

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June 25 - Hedge Fund Investor Letters, News

Globant (GLOB) Fell Due to Below-Expected Guidance

Brown Brothers Harriman & Co., a global financial services firm, released its “The BBH Select Series – Mid Cap Fund” first quarter investor letter.

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June 25 - Hedge Fund Investor Letters, News

BBH Select Series – Mid Cap Fund’s Q1 2025 Investor Letter

Brown Brothers Harriman & Co., a global financial services firm, released its “The BBH Select Series – Mid Cap Fund” first quarter investor letter.

Keep Reading →

June 25 - Hedge Fund Investor Letters, News

Here’s How Macquarie Large Cap Growth Fund Benefited from Not Owning Tesla (TSLA)

Macquarie Asset Management, an investment management company, released its “Macquarie Large Cap Growth Fund” first quarter 2025 investor letter.

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June 25 - Hedge Fund Investor Letters, News

What Makes IDEXX Laboratories (IDXX) a Good Investment?

Macquarie Asset Management, an investment management company, released its “Macquarie Large Cap Growth Fund” first quarter 2025 investor letter.

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June 25 - Hedge Fund Investor Letters, News

Macquarie Large Cap Growth Fund Sold Its Stake in Electronic Arts (EA)

Macquarie Asset Management, an investment management company, released its “Macquarie Large Cap Growth Fund” first quarter 2025 investor letter.

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June 25 - Hedge Fund Investor Letters, News

Macquarie Large Cap Growth Fund: Evaluating Meta Platforms’ (META) Performance Amid Advertising Challenges

Macquarie Asset Management, an investment management company, released its “Macquarie Large Cap Growth Fund” first quarter 2025 investor letter.

Keep Reading →

June 25 - Hedge Fund Investor Letters, News

Do You Believe in the Long-Term Favorable Growth Trend of Visa (V)?

Macquarie Asset Management, an investment management company, released its “Macquarie Large Cap Growth Fund” first quarter 2025 investor letter.

Keep Reading →

June 25 - Hedge Fund Investor Letters, News

Is Intercontinental Exchange (ICE) Poised for Long-Term Shareholder Return?

Macquarie Asset Management, an investment management company, released its “Macquarie Large Cap Growth Fund” first quarter 2025 investor letter.

Keep Reading →

June 25 - Hedge Fund Investor Letters, News

Macquarie Large Cap Growth Fund’s Q1 2025 Investor Letter

Macquarie Asset Management, an investment management company, released its “Macquarie Large Cap Growth Fund” first quarter of 2025 investor letter.

Keep Reading →

June 25 - Hedge Fund Investor Letters, News

Eli Lilly & Co. (LLY) is Recovering from the Period of Volatility

Macquarie Asset Management, an investment management company, released its “Macquarie Large Cap Growth Fund” first quarter 2025 investor letter.

Keep Reading →

June 25 - Hedge Fund Investor Letters, News

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