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Author Archive - Soumya Eswaran

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...

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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...

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March 27 - Hedge Fund Investor Letters, News

Nightview Capital’s Investment Thesis for Deere & Company (DE)

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 Morgan Stanley (MS) an Attractive Bet?

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 How MGM Resorts (MGM) is Leading the Charge in Hospitality Industry

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 are Airbnb’s (ABNB) Competitive Advantages

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 How Hyatt (H) is Strengthening its Business

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

Should You be Confident in Qualcomm’s (QCOM) Execution Abilities?

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 Netflix (NFLX) have Continued Runway For 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 25 - Hedge Fund Investor Letters, News

Nightview Capital’s Q4 2024 Investor Letter

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

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March 25 - Hedge Fund Investor Letters, News

Turtle Creek Asset Management’s Updates on Berry Global Group (BERY)

Turtle Creek Asset Management, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 25 - Hedge Fund Investor Letters, News

Here’s Why Turtle Creek Asset Management Added Kinsale Capital Group (KNSL)

Turtle Creek Asset Management, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 25 - Hedge Fund Investor Letters, News

Turtle Creek Asset Management Exited its Position in Discover Financial Services (DFS)

Turtle Creek Asset Management, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 25 - Hedge Fund Investor Letters, News

Should You Invest in WillScot Holdings Corporation (WSC)?

Turtle Creek Asset Management, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 25 - Hedge Fund Investor Letters, News

Here’s Why Bread Financial Holdings (BFH) Surged in Q4 and 2024

Turtle Creek Asset Management, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 25 - Hedge Fund Investor Letters, News

Turtle Creek Asset Management’s Q4 2024 Investor Letter

Turtle Creek Asset Management, an investment management company, released its fourth quarter 2024 investor letter.

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March 25 - Hedge Fund Investor Letters, News

Impinj (PI) Shares Pulled Back in Q4 After Nine Months of Strong Run

Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” fourth quarter 2024 investor letter.

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March 25 - Hedge Fund Investor Letters, News

TransMedics Group (TMDX) Missed Expectations Due to Seasonality

Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” fourth quarter 2024 investor letter.

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March 25 - Hedge Fund Investor Letters, News

Would Zeta Global Holdings Corp. (ZETA) be able to Deliver Steady Revenue Growth And Margin Performance?

Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” fourth quarter 2024 investor letter.

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March 25 - Hedge Fund Investor Letters, News

Vaxcyte (PCVX) Struggled Amid Political Uncertainty

Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” fourth quarter 2024 investor letter.

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March 25 - Hedge Fund Investor Letters, News

Earnings Beat and Improved Guidance Boosted BILL Holdings (BILL)

Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” fourth quarter 2024 investor letter.

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March 25 - Hedge Fund Investor Letters, News

LPL Financial Holdings (LPLA) Surged on Robust Organic Growth and Favorable Market Dynamics

Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” fourth quarter 2024 investor letter.

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March 25 - Hedge Fund Investor Letters, News

Here are Factors That Lifted PJT Partners (PJT) in Q4

Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” fourth quarter 2024 investor letter.

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March 25 - Hedge Fund Investor Letters, News

Here’s Why Freshworks (FRSH) Rose in Q4

Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” fourth quarter 2024 investor letter.

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March 25 - Hedge Fund Investor Letters, News

Here’s What Challenged Evolent Health (EVH) Despite Strong Revenue Growth

Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” fourth quarter 2024 investor letter.

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March 25 - Hedge Fund Investor Letters, News

Carillon Eagle Small Cap Growth Fund’s Q4 2024 Investor Letter

Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” fourth quarter 2024 investor letter.

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March 25 - Hedge Fund Investor Letters, News

Here’s How LVS Advisory Embraced Change in Medpace Holdings (MEDP) Investments

 LVS Advisory, a New York City-based full-service investment firm, recently released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 25 - Hedge Fund Investor Letters, News

LVS Advisory’s Q4 2024 Investor Letter

LVS Advisory, a New York City-based full-service investment firm, recently released its fourth-quarter 2024 investor letter.

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March 25 - Hedge Fund Investor Letters, News

Here are TMR Investments’ Views on WM Technology (MAPS)

TMR Investments, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 25 - Hedge Fund Investor Letters, News

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