Here’s Why Vltava Fund Opted To Sell Williams-Sonoma (WSM)
Vltava Fund, an investment management company, recently released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Author Archive - Soumya Eswaran
Vltava Fund’s Q1 2025 Investor Letter
Vltava Fund, an investment management company, recently released its first-quarter 2025 investor letter. The letter contemplated whether the stock market is a casino.
Here’s What Happened to RenaissanceRe Holdings Ltd. (RNR) In Q4
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” fourth-quarter 2024 investor letter.
Is Verisk Analytics (VRSK) a Profitable Investment?
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” fourth-quarter 2024 investor letter.
What Makes HubSpot (HUBS) a Prospective Investment?
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” fourth-quarter 2024 investor letter.
Cintas Corporation (CTAS) Dropped -11% in Q4
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” fourth-quarter 2024 investor letter.
Chemed Corporation (CHE) Shares Retreated by -13% During TimesSquare U.S. FOCUS Growth Strategy’s Holding Period
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” fourth-quarter 2024 investor letter.
Should You Sell IDEXX Laboratories (IDXX)?
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” fourth-quarter 2024 investor letter.
Is TPG (TPG) Positioned to Benefit from Surging Demand for Illiquid Alternative Investments?
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” fourth-quarter 2024 investor letter.
TimesSquare U.S. FOCUS Growth Strategy Added Monolithic Power Systems (MPWR) on Dip
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” fourth-quarter 2024 investor letter.
Here’s What Boosted CrowdStrike Holdings (CRWD) in Q4
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” fourth-quarter 2024 investor letter.
Veeva Systems (VEEV) Benefited in Q4 From Strong Execution
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” fourth-quarter 2024 investor letter.
Should You Increase Your holdings in Cheniere Energy (LNG)?
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” fourth-quarter 2024 investor letter.
BJ’s Wholesale Club Holdings (BJ) Rose on Beating Earnings Estimates
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” fourth-quarter 2024 investor letter.
TimesSquare U.S. FOCUS Growth Strategy Trimmed its Position in O’Reilly Automotive (ORLY) in 4Q
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” fourth-quarter 2024 investor letter.
TimesSquare Capital Management U.S. Focus Growth Strategy’s Q4 2024 Investor Letter
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” fourth-quarter 2024 investor letter.
Does Adyen N.V. (ADYEY) Offer a Compelling Risk-Reward Profile?
Generation Investment Management, an investment management firm, released its “Global Equity Strategy” fourth quarter 2024 investor letter.
Should You be Confident in Becton, Dickinson and Company’s (BDX) Ability to Deliver Long-Term Returns?
Generation Investment Management, an investment management firm, released its “Global Equity Strategy” fourth quarter 2024 investor letter.
Here’s What Generation Investment Management Thinks on its Long-Term Holding Microsoft Corporation (MSFT)
Generation Investment Management, an investment management firm, released its “Global Equity Strategy” fourth quarter 2024 investor letter.
What Makes ASML Holding N.V. (ASML) a Good Long-Term Holding?
Generation Investment Management, an investment management firm, released its “Global Equity Strategy” fourth quarter 2024 investor letter.
Generation Investment Management Global Equity’s Q4 2024 Investor Letter
Generation Investment Management, an investment management firm, released its “Global Equity Strategy” fourth quarter 2024 investor letter.
Harding Loevner Global Developed Markets Equity’s Views on ASML Holding N.V. (ASML)
Harding Loevner, an asset management company, released its “Global Developed Markets Equity Strategy” fourth-quarter 2024 investor letter.
Here’s How NVIDIA Corporation (NVDA) Impacted Harding Loevner Global Developed Markets Equity’s Performance
Harding Loevner, an asset management company, released its “Global Developed Markets Equity Strategy” fourth-quarter 2024 investor letter.
Strong Results Lifted Amazon.com (AMZN) in Q4
Harding Loevner, an asset management company, released its “Global Developed Markets Equity Strategy” fourth-quarter 2024 investor letter.
Favorable Outlook Lifted Netflix (NFLX) in Q4
Harding Loevner, an asset management company, released its “Global Developed Markets Equity Strategy” fourth-quarter 2024 investor letter.
Harding Loevner Global Developed Markets Equity Strategy’s Q4 2024 Investor Letter
Harding Loevner, an asset management company, released its “Global Developed Markets Equity Strategy” fourth-quarter 2024 investor letter.
Should You Consider Selling Scorpio Tankers (STNG)?
Renaissance Investment Management, an investment management company, released its Q4 2024 “International Small Cap Strategy” investor letter.
Here’s Why Playa Hotels & Resorts N.V. (PLYA) Rose in Q4
Renaissance Investment Management, an investment management company, released its Q4 2024 “International Small Cap Strategy” investor letter.
LVS Advisory Sold Icon Plc (ICLR) After Identifying Flaws in its Investment Thesis
LVS Advisory, a New York City-based full-service investment firm, recently released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s What Led LVS Advisory to Sell its Position in Howard Hughes Corp (HHH)
LVS Advisory, a New York City-based full-service investment firm, recently released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
LVS Advisory’s Q1 2025 Investor Letter
LVS Advisory, a New York City-based full-service investment firm, recently released its first-quarter 2025 investor letter.
Renaissance International Small Cap Strategy Added Atour Lifestyle Holdings Limited (ATAT) to its Portfolio in Q4
Renaissance Investment Management, an investment management company, released its Q4 2024 “International Small Cap Strategy” investor letter.
Ero Copper Corp. (ERO) Fell after a Cut in Copper Production Guidance
Renaissance Investment Management, an investment management company, released its Q4 2024 “International Small Cap Strategy” investor letter.
Celestica (CLS) is Benefitting from Investments in AI Infrastructure
Renaissance Investment Management, an investment management company, released its Q4 2024 “International Small Cap Strategy” investor letter.
Renaissance Investment Management International Small Cap Strategy’s Q4 2024 Investor Letter
Renaissance Investment Management, an investment management company, released its Q4 2024 “International Small Cap Strategy” investor letter.
MACOM Technology Solutions Holdings (MTSI) Surged in Q4 Amid Robust Growth in Data Center & Defense Sectors
Artisan Partners, an investment management company, released its “Artisan Global Discovery Fund” fourth quarter 2024 investor letter.
Should You be Confident in the Growth Trajectory of Pure Storage (PSTG)?
Artisan Partners, an investment management company, released its “Artisan Global Discovery Fund” fourth quarter 2024 investor letter.
Artisan Global Discovery Fund’s Q4 2024 Investor Letter
Artisan Partners, an investment management company, released its “Artisan Global Discovery Fund” fourth quarter 2024 investor letter.
Artisan Global Opportunities Fund Trimmed Arista Networks Inc (ANET) For Valuation Discipline
Artisan Partners, an investment management company, released its “Artisan Global Opportunities Fund” fourth quarter 2024 investor letter.
Here’re the Reasons Why Artisan Global Opportunities Fund Ended Its Investment Campaigns in Microsoft Corporation (MSFT)
Artisan Partners, an investment management company, released its “Artisan Global Opportunities Fund” fourth quarter 2024 investor letter.
Is Oracle (ORCL) a Fast Growing Business?
Artisan Partners, an investment management company, released its “Artisan Global Opportunities Fund” fourth quarter 2024 investor letter.
Here’s What Strengthens Artisan Global Opportunities Fund’s Conviction in GE Vernova (GEV)
Artisan Partners, an investment management company, released its “Artisan Global Opportunities Fund” fourth quarter 2024 investor letter.
Should You Invest in CBRE Group (CBRE)?
Artisan Partners, an investment management company, released its “Artisan Global Opportunities Fund” fourth quarter 2024 investor letter.
Strong Earnings Results Lifted Shopify (SHOP) in Q4
Artisan Partners, an investment management company, released its “Artisan Global Opportunities Fund” fourth quarter 2024 investor letter.
Is Danaher Corporation (DHR) a Well-Positioned Company Heading into 2025?
Artisan Partners, an investment management company, released its “Artisan Global Opportunities Fund” fourth quarter 2024 investor letter.
Artisan Global Opportunities Fund Trimmed its Position in Novo Nordisk A/S (NVO)
Artisan Partners, an investment management company, released its “Artisan Global Opportunities Fund” fourth quarter 2024 investor letter.
Here’s Why Advanced Micro Devices (AMD) Fell in Q4 and 2024
Artisan Partners, an investment management company, released its “Artisan Global Opportunities Fund” fourth quarter 2024 investor letter.
Artisan Partners Global Opportunities Fund’s Q4 2024 Investor Letter
Artisan Partners, an investment management company, released its “Artisan Global Opportunities Fund” fourth quarter 2024 investor letter.
Should You Consider Adding Huntington Ingalls Industries (HII)?
River Road Asset Management, an investment management company released its “River Road Small-Mid Cap Value Fund” Q4 2024 investor letter.
AMG River Road Small-Mid Cap Value Fund’s Views on BJ’s Wholesale Club Holdings (BJ)
River Road Asset Management, an investment management company released its “River Road Small-Mid Cap Value Fund” Q4 2024 investor letter.
