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Author Archive - Soumya Eswaran

Hotchkis & Wiley Mid-Cap Value Fund’s Q4 2024 Investor Letter

Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Mid-Cap Value Fund” fourth quarter 2024 investor letter.

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March 31 - Hedge Fund Investor Letters, News

What Makes General Motors Co. (GM) an Attractive Investment?

Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Large Cap Fundamental Value Fund” fourth quarter 2024 investor letter.

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March 31 - Hedge Fund Investor Letters, News

Here’s Why Olin Corp. (OLN) Traded Lower in Q4

Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Large Cap Fundamental Value Fund” fourth quarter 2024 investor letter.

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March 31 - Hedge Fund Investor Letters, News

Here’s What Dragged CVS Health Corp. (CVS) in Q4

Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Large Cap Fundamental Value Fund” fourth quarter 2024 investor letter.

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March 31 - Hedge Fund Investor Letters, News

Here’s Why Elevance Health (ELV) Declined in Q4

Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Large Cap Fundamental Value Fund” fourth quarter 2024 investor letter.

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March 31 - Hedge Fund Investor Letters, News

What Makes Wells Fargo & Co. (WFC) One of the Best Franchises in Banking?

Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Large Cap Fundamental Value Fund” fourth quarter 2024 investor letter.

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March 31 - Hedge Fund Investor Letters, News

F5 (FFIV) Shares Rebounded in the Second Half of 2024

Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Large Cap Fundamental Value Fund” fourth quarter 2024 investor letter.

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March 31 - Hedge Fund Investor Letters, News

Hotchkis & Wiley Large Cap Fundamental Value Fund’s Q4 2024 Investor Letter

Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Large Cap Fundamental Value Fund” fourth quarter 2024 investor letter.

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March 31 - Hedge Fund Investor Letters, News

Should You Invest in Graphic Packaging (GPK)?

RS Investments, an investment management company, released its “RS Concentrated All Cap Value Strategy” fourth quarter 2024 investor letter.

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March 31 - Hedge Fund Investor Letters, News

Will the Market Embrace Elevated Multiples for NICE Ltd. (NICE)?

RS Investments, an investment management company, released its “RS Concentrated All Cap Value Strategy” fourth quarter 2024 investor letter.

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March 31 - Hedge Fund Investor Letters, News

RS Concentrated All Cap Value Strategy’s Q4 2024 Investor Letter

RS Investments, an investment management company, released its “RS Concentrated All Cap Value Strategy” fourth quarter 2024 investor letter.

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March 31 - Hedge Fund Investor Letters, News

Here’s What Lifted Wix.com Ltd. (WIX) in Q4

Munro Partners, an investment management firm, released its “Munro Global Growth Small & Mid Cap Fund” fourth quarter 2024 investor letter.

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March 31 - Hedge Fund Investor Letters, News

Here’re Munro Global Growth Small & Mid Cap Fund’s Views on SharkNinja (SN)

Munro Partners, an investment management firm, released its “Munro Global Growth Small & Mid Cap Fund” fourth quarter 2024 investor letter.

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March 28 - Hedge Fund Investor Letters, News

What Makes AppLovin Corporation (APP) an Attractive Investment Choice?

Munro Partners, an investment management firm, released its “Munro Global Growth Small & Mid Cap Fund” fourth quarter 2024 investor letter.

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March 28 - Hedge Fund Investor Letters, News

GoDaddy (GDDY) Reported Robust Results in Q4

Munro Partners, an investment management firm, released its “Munro Global Growth Small & Mid Cap Fund” fourth quarter 2024 investor letter.

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March 28 - Hedge Fund Investor Letters, News

Reddit (RDDT) Generated Strong Results in Q4

Munro Partners, an investment management firm, released its “Munro Global Growth Small & Mid Cap Fund” fourth quarter 2024 investor letter.

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March 28 - Hedge Fund Investor Letters, News

Munro Global Growth Small & Mid Cap Fund’s Q4 2024 Investor Letter

Munro Partners, an investment management firm, released its “Munro Global Growth Small & Mid Cap Fund” fourth quarter 2024 investor letter.

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March 28 - Hedge Fund Investor Letters, News

What Gives Elevance Health (ELV) an Attractive Opportunity in The Large Cap Space?

River Road Asset Management, an investment management company released its “River Road Large Cap Value Select Fund” Q4 2024 investor letter.

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March 28 - Hedge Fund Investor Letters, News

Exceptional Growth Lifted KKR & Co. (KKR) in Q4

River Road Asset Management, an investment management company released its “River Road Large Cap Value Select Fund” Q4 2024 investor letter.

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March 28 - Hedge Fund Investor Letters, News

Will United Parcel Service (UPS) Rerate Higher as Margins Expand

River Road Asset Management, an investment management company released its “River Road Large Cap Value Select Fund” Q4 2024 investor letter.

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March 28 - Hedge Fund Investor Letters, News

Here’s Why River Road Large Cap Value Select Fund Eliminated GE Healthcare Technologies (GEHC)

River Road Asset Management, an investment management company released its “River Road Large Cap Value Select Fund” Q4 2024 investor letter.

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March 28 - Hedge Fund Investor Letters, News

What Makes AerCap Holdings N.V. (AER) a Lucrative Investment?

River Road Asset Management, an investment management company released its “River Road Large Cap Value Select Fund” Q4 2024 investor letter.

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March 28 - Hedge Fund Investor Letters, News

Here’s What Positions Becton, Dickinson and Company (BDX) Favorably in the Health Care Sector

River Road Asset Management, an investment management company released its “River Road Large Cap Value Select Fund” Q4 2024 investor letter.

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March 28 - Hedge Fund Investor Letters, News

CSX Corp. (CSX) Positioned for Growth Amid Positive Market Trends

River Road Asset Management, an investment management company released its “River Road Large Cap Value Select Fund” Q4 2024 investor letter.

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March 28 - Hedge Fund Investor Letters, News

Lennar Corporation (LEN) Trader Lower Due to a Severe Housing Supply Deficit

River Road Asset Management, an investment management company released its “River Road Large Cap Value Select Fund” Q4 2024 investor letter.

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March 28 - Hedge Fund Investor Letters, News

River Road Large Cap Value Select Fund Added LVMH Moet Hennessy Louis Vuitton SE (LVMUY) to its Portfolio in Q4

River Road Asset Management, an investment management company released its “River Road Large Cap Value Select Fund” Q4 2024 investor letter.

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March 28 - Hedge Fund Investor Letters, News

Several Headwinds Dragged Nestlé S.A. (NSRGY) in Q4

River Road Asset Management, an investment management company released its “River Road Large Cap Value Select Fund” Q4 2024 investor letter.

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March 28 - Hedge Fund Investor Letters, News

Fairfax Financial Holdings Limited (FRFHF) Reported an Exceptional Quarter

River Road Asset Management, an investment management company released its “River Road Large Cap Value Select Fund” Q4 2024 investor letter.

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March 28 - Hedge Fund Investor Letters, News

Lululemon Athletica (LULU) Surged on Strong Performance Metrics

River Road Asset Management, an investment management company released its “River Road Large Cap Value Select Fund” Q4 2024 investor letter.

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March 28 - Hedge Fund Investor Letters, News

AMG River Road Large Cap Value Select Fund’s Q4 2024 Investor Letter

River Road Asset Management, an investment management company released its “River Road Large Cap Value Select Fund” Q4 2024 investor letter.

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March 28 - Hedge Fund Investor Letters, News

Here’re the Reasons to Invest in Pinterest (PINS)

Renaissance Investment Management, an investment management company, released its Q4 2024 “Large Cap Growth Strategy” investor letter.

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March 28 - Hedge Fund Investor Letters, News

Renaissance Large Cap Growth Strategy Sold WEX (WEX) Amid Deteriorating Fundamental Factors

Renaissance Investment Management, an investment management company, released its Q4 2024 “Large Cap Growth Strategy” investor letter.

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March 28 - Hedge Fund Investor Letters, News

Multiple Factors Lifted AppLovin (APP) in Q4

Renaissance Investment Management, an investment management company, released its Q4 2024 “Large Cap Growth Strategy” investor letter.

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March 28 - Hedge Fund Investor Letters, News

Here’s Why Booz Allen Hamilton Holding Corporation (BAH) Slid in Q4

Renaissance Investment Management, an investment management company, released its Q4 2024 “Large Cap Growth Strategy” investor letter.

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March 28 - Hedge Fund Investor Letters, News

HCA Healthcare (HCA) Fell Following the Presidential Election

Renaissance Investment Management, an investment management company, released its Q4 2024 “Large Cap Growth Strategy” investor letter.

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March 27 - Hedge Fund Investor Letters, News

Solid Results Boosted Broadcom’s (AVGO) Performance in Q4

Renaissance Investment Management, an investment management company, released its Q4 2024 “Large Cap Growth Strategy” investor letter.

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March 27 - Hedge Fund Investor Letters, News

Renaissance Investment Management Large Cap Growth Strategy’s Q4 2024 Investor Letter

Renaissance Investment Management, an investment management company, released its Q4 2024 “Large Cap Growth Strategy” investor letter.

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March 27 - Hedge Fund Investor Letters, News

Silver Beech’s Investment Thesis for Rentokil Initial (RTO)

Silver Beech Capital, a value-oriented investment management firm, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 27 - Hedge Fund Investor Letters, News

Silver Beech Capital’s Q4 2024 Investor Letter

Silver Beech Capital, a value-oriented investment management firm, released its fourth-quarter 2024 investor letter.

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March 27 - Hedge Fund Investor Letters, News

What Makes Taiwan Semiconductor Manufacturing Co. (TSM) a Lucrative Investment?

Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...

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March 27 - Hedge Fund Investor Letters, News

What Makes Meta (META) a Powerful Global Advertising Ecosystem?

Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...

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March 27 - Hedge Fund Investor Letters, News

Does Tesla (TSLA) have a Unique, Integrated Growth Trajectory?

Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...

Keep Reading →

March 27 - Hedge Fund Investor Letters, News

What Leads Amazon (AMZN) to the Next Leg Of Growth And Profitability?

Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...

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March 27 - Hedge Fund Investor Letters, News

Is Alibaba (BABA) Positioned For a Breakout?

Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...

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March 27 - Hedge Fund Investor Letters, News

Goldman Sachs’ (GS) Adaptability and Core Strengths Set the Stage for Sustained Growth

Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...

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March 27 - Hedge Fund Investor Letters, News

Here’s Why Nightview Capital Decided to Sell DraftKings (DKNG)

Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...

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March 27 - Hedge Fund Investor Letters, News

Is Wynn Resorts (WYNN) a Compelling And Overlooked Position?

Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...

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March 27 - Hedge Fund Investor Letters, News

Will Las Vegas Sands (LVS) Be Able to Provide Long-Term Value Creation?

Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...

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March 27 - Hedge Fund Investor Letters, News

Nightview Capital: Charles Schwab (SCHW) is Rebounding After a Challenging Period

Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...

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March 27 - Hedge Fund Investor Letters, News

Here’s What Makes BlackRock (BLK) an Attractive Long-Term Investment

Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...

Keep Reading →

March 27 - Hedge Fund Investor Letters, News

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