ClearBridge Value Strategy Initiated a Position in The Walt Disney Company (DIS) in Q1. Here’s Why
ClearBridge Investments, an investment management company, released its “ClearBridge Value Strategy” first quarter 2025 investor letter.
Author Archive - Soumya Eswaran
ClearBridge Value Strategy Sold its Holdings in The Goldman Sachs Group (GS) in Q1
ClearBridge Investments, an investment management company, released its “ClearBridge Value Strategy” first quarter 2025 investor letter.
Here’s Why ClearBridge Value Strategy Decided to Exit Oracle (ORCL)
ClearBridge Investments, an investment management company, released its “ClearBridge Value Strategy” first quarter 2025 investor letter.
Multiple Tailwinds Lifted Gilead Sciences (GILD) in Q1
ClearBridge Investments, an investment management company, released its “ClearBridge Value Strategy” first quarter 2025 investor letter.
ClearBridge Investments Value Strategy’s Q1 2025 Investor Letter
ClearBridge Investments, an investment management company, released its “ClearBridge Value Strategy” first quarter 2025 investor letter.
Here’s What Lifted Sea Limited (SE) in Q1
Lakehouse Capital, a Sydney-based investment manager, released its “Lakehouse Global Growth Fund” March 2025 investor letter. A copy of the letter can be downloaded here.
Is Tradeweb (TW) Poised for Continued Success?
Lakehouse Capital, a Sydney-based investment manager, released its “Lakehouse Global Growth Fund” March 2025 investor letter. A copy of the letter can be downloaded here.
Lakehouse Capital Global Growth Fund’s March 2025 Investor Letter
Lakehouse Capital, a Sydney-based investment manager, released its “Lakehouse Global Growth Fund” March 2025 investor letter.
Here’s How Tariff Impacts Asbury Automotive Group (ABG)
Black Bear Value Partners, an investment management firm, published its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Black Bear Value Fund’s Views on Flagstar Financial (FLG)
Black Bear Value Partners, an investment management firm, published its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Black Bear Value Fund’s Update on Warrior Met Coal (HCC)
Black Bear Value Partners, an investment management firm, published its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Core Natural Resources (CNR) a Compelling Investment?
Black Bear Value Partners, an investment management firm, published its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Do You Believe in the Upside Potential of Builders FirstSource (BLDR)?
Black Bear Value Partners, an investment management firm, published its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Black Bear Value Fund’s Q1 2025 Investor Letter
Black Bear Value Partners, an investment management firm, published its first-quarter 2025 investor letter.
Here are the Factors Boosting MercadoLibre’s (MELI) Performance
Lakehouse Capital, a Sydney-based investment manager, released its “Lakehouse Global Growth Fund” February 2025 investor letter.
Is Amazon.com (AMZN) Poised to Deliver Years of Solid Revenue Growth and Margin Expansion?
Lakehouse Capital, a Sydney-based investment manager, released its “Lakehouse Global Growth Fund” February 2025 investor letter.
Lakehouse Global Growth Fund’s February 2025 Investor Letter
Lakehouse Capital, a Sydney-based investment manager, released its “Lakehouse Global Growth Fund” February 2025 investor letter.
Monster Beverage Corporation (MNST) Surged on Price Rise and Strength
ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” first quarter 2025 investor letter.
Starbucks Corporation (SBUX) is Resetting Earnings Under New Leadership
ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” first quarter 2025 investor letter.
ClearBridge Large Cap Growth Strategy Sold Intercontinental Exchange (ICE) as The Stock Re-Rated
ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” first quarter 2025 investor letter.
Here’s Why ClearBridge Large Cap Growth Strategy Sold Alcon (ALC)
ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” first quarter 2025 investor letter.
Here’s Why ClearBridge Large Cap Growth Strategy Initiated a Position in Synopsys (SNPS)
ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” first quarter 2025 investor letter.
ClearBridge Large Cap Growth Strategy Increased its Stake in Alphabet (GOOG) in Q1
ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” first quarter 2025 investor letter.
ClearBridge Large Cap Growth Strategy Benefitted from its Underweight Exposure in Tesla (TSLA)
ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” first quarter 2025 investor letter.
ClearBridge Investments Large Cap Growth Strategy’s Q1 2025 Investor Letter
ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” first quarter 2025 investor letter.
Should You Invest in Geron Corporation (GERN)?
ClearBridge Investments, an investment management company, released its “ClearBridge Small Cap Growth Strategy” first quarter 2025 investor letter.
Here’s Why Hims & Hers Health (HIMS) is Growing Revenue And Profitability
ClearBridge Investments, an investment management company, released its “ClearBridge Small Cap Growth Strategy” first quarter 2025 investor letter.
Should You Consider Adding Archrock (AROC) to Your Portfolio?
ClearBridge Investments, an investment management company, released its “ClearBridge Small Cap Growth Strategy” first quarter 2025 investor letter.
ClearBridge Small Cap Growth Strategy Took Profit and Exited Karman Holdings (KRMN) in Q1
ClearBridge Investments, an investment management company, released its “ClearBridge Small Cap Growth Strategy” first quarter 2025 investor letter.
Should You Expect Significant Growth Potential in Rocket Lab USA (RKLB)?
ClearBridge Investments, an investment management company, released its “ClearBridge Small Cap Growth Strategy” first quarter 2025 investor letter.
What Makes Glaukos Corporation (GKOS) a Compelling Stock?
ClearBridge Investments, an investment management company, released its “ClearBridge Small Cap Growth Strategy” first quarter 2025 investor letter.
ClearBridge Investments Small Cap Growth Strategy’s Q1 2025 Investor Letter
ClearBridge Investments, an investment management company, released its “ClearBridge Small Cap Growth Strategy” first quarter 2025 investor letter.
ClearBridge Dividend Strategy Added TE Connectivity plc (TEL) on Dip
ClearBridge Investments, an investment management company, released its “ClearBridge Dividend Strategy” first quarter 2025 investor letter.
Here’s Why ClearBridge Dividend Strategy is Expecting Considerable Revenue Growth From CVS Health Corporation (CVS)
ClearBridge Investments, an investment management company, released its “ClearBridge Dividend Strategy” first quarter 2025 investor letter.
ClearBridge Investments Dividend Strategy’s Q1 2025 Investor Letter
ClearBridge Investments, an investment management company, released its “ClearBridge Dividend Strategy” first quarter 2025 investor letter.
What Makes ServiceNow (NOW) the Highest Quality Software Business?
Lakehouse Capital, a Sydney-based investment manager, released its “Lakehouse Global Growth Fund” January 2025 investor letter.
Lakehouse Capital Global Growth Fund’s January 2025 Investor Letter
Lakehouse Capital, a Sydney-based investment manager, released its “Lakehouse Global Growth Fund” January 2025 investor letter.
Hedge Fund Investor Letters Q4 2024
We will be sharing Q4 2024 hedge fund investor letters in this article.
What Makes Reynolds Consumer Products (REYN) An Investment Bet?
Palm Valley Capital Management, an investment management firm, released the “Palm Valley Capital Fund” first quarter 2025 investor letter.
Palm Valley Capital Fund Repurchased Monro (MNRO) In Q1. Here’s Why
Palm Valley Capital Management, an investment management firm, released the “Palm Valley Capital Fund” first quarter 2025 investor letter.
Will Flowers Foods (FLO) Be Able To Generate Abundant Cash Flow?
Palm Valley Capital Management, an investment management firm, released the “Palm Valley Capital Fund” first quarter 2025 investor letter.
Palm Valley Capital Fund Added Kelly Services (KELYA) Amid Solid Operating Performance
Palm Valley Capital Management, an investment management firm, released the “Palm Valley Capital Fund” first quarter 2025 investor letter.
Should You Increase Your Holdings In Resources Connection (RGP)?
Palm Valley Capital Management, an investment management firm, released the “Palm Valley Capital Fund” first quarter 2025 investor letter.
Palm Valley Capital Fund Added Heartland Express (HTLD) On Dip
Palm Valley Capital Management, an investment management firm, released the “Palm Valley Capital Fund” first quarter 2025 investor letter.
Should You Consider Adding Forrester Research (FORR) To Your Portfolio?
Palm Valley Capital Management, an investment management firm, released the “Palm Valley Capital Fund” first quarter 2025 investor letter.
Will Trueblue (TBI) Be Able To Improve Its Profitability?
Palm Valley Capital Management, an investment management firm, released the “Palm Valley Capital Fund” first quarter 2025 investor letter.
Here’s Why Carter’s (CRI) Fell In Q1
Palm Valley Capital Management, an investment management firm, released the “Palm Valley Capital Fund” first quarter 2025 investor letter.
Palm Valley Capital Fund’s Q1 2025 Investor Letter
Palm Valley Capital Management, an investment management firm, released the “Palm Valley Capital Fund” first quarter 2025 investor letter.
Berkshire Hathaway (BRK-B) And Vltava Fund’s Investment Approach
Vltava Fund, an investment management company, recently released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Is United Rentals (URI) Trading at Attractive Price?
Vltava Fund, an investment management company, recently released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
