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Author Archive - Soumya Eswaran

Target Corporation (TGT) Slid on Dramatic Earnings Miss

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

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March 18 - Hedge Fund Investor Letters, News

Prologis (PLD) Declined due to On-going Challenges Faced by REITs

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

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March 18 - Hedge Fund Investor Letters, News

Eastman Chemical Company (EMN) Slid on Macro-Related Challenges

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

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March 18 - Hedge Fund Investor Letters, News

JPMorgan Chase & Co. (JPM) Surged on Optimism Regarding the Election Outcome

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

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March 18 - Hedge Fund Investor Letters, News

Mondelez International (MDLZ) Traded Down Due to Elevated Cocoa Prices

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

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March 18 - Hedge Fund Investor Letters, News

Will The Williams Companies (WMB) Benefit from Growing Demand For Natural Gas?

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

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March 18 - Hedge Fund Investor Letters, News

Here’s Why Best Buy Co. (BBY) Fell in Q4

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

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March 18 - Hedge Fund Investor Letters, News

Carillon Eagle Growth & Income Fund’s Q4 2024 Investor Letter

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

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March 18 - Hedge Fund Investor Letters, News

Here’s Why Paylocity Holding Corp. (PCTY) Rebounded in Q4

Wasatch Global Investors, an asset management company, released its “Wasatch Small Cap Growth Strategy” fourth-quarter 2024 investor letter.

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March 18 - Hedge Fund Investor Letters, News

Here’s Why Wasatch Small Cap Growth Strategy Sold PACS Group (PACS)

Wasatch Global Investors, an asset management company, released its “Wasatch Small Cap Growth Strategy” fourth-quarter 2024 investor letter.

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March 18 - Hedge Fund Investor Letters, News

TransMedics Group (TMDX) Slid as Results Fell Short of Expectations

Wasatch Global Investors, an asset management company, released its “Wasatch Small Cap Growth Strategy” fourth-quarter 2024 investor letter.

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March 17 - Hedge Fund Investor Letters, News

Here’s Why BellRing Brands (BRBR) Moved Higher in Q4

Wasatch Global Investors, an asset management company, released its “Wasatch Small Cap Growth Strategy” fourth-quarter 2024 investor letter.

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March 17 - Hedge Fund Investor Letters, News

Construction Partners (ROAD) Reported Strong Results in 2024

Wasatch Global Investors, an asset management company, released its “Wasatch Small Cap Growth Strategy” fourth-quarter 2024 investor letter.

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March 17 - Hedge Fund Investor Letters, News

Announcement of CEO Departure Weighed on Boot Barn (BOOT)

Wasatch Global Investors, an asset management company, released its “Wasatch Small Cap Growth Strategy” fourth-quarter 2024 investor letter.

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March 17 - Hedge Fund Investor Letters, News

Wasatch Global Investors Small Cap Growth Strategy’s Q4 2024 Investor Letter

Wasatch Global Investors, an asset management company, released its “Wasatch Small Cap Growth Strategy” fourth-quarter 2024 investor letter.

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March 17 - Hedge Fund Investor Letters, News

Freeport-McMoRan (FCX) Fell on Declining Copper Prices

Diamond Hill Capital, an investment management company, released its “Large Cap Concentrated Fund” fourth-quarter 2024 investor letter.

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March 17 - Hedge Fund Investor Letters, News

What Makes Berkshire Hathaway (BRK-B) a Lucrative Investment?

Diamond Hill Capital, an investment management company, released its “Large Cap Concentrated Fund” fourth-quarter 2024 investor letter.

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March 17 - Hedge Fund Investor Letters, News

Should You Invest in Aon plc (AON)?

Diamond Hill Capital, an investment management company, released its “Large Cap Concentrated Fund” fourth-quarter 2024 investor letter.

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March 17 - Hedge Fund Investor Letters, News

Is Waste Management (WM) an Undervalued Stock?

Diamond Hill Capital, an investment management company, released its “Large Cap Concentrated Fund” fourth-quarter 2024 investor letter.

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March 17 - Hedge Fund Investor Letters, News

Should You Hold Texas Instruments Incorporated (TXN) for the Long-Term?

Diamond Hill Capital, an investment management company, released its “Large Cap Concentrated Fund” fourth-quarter 2024 investor letter.

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March 17 - Hedge Fund Investor Letters, News

Here’s Why Extra Space Storage (EXR) Fell in Q4

Diamond Hill Capital, an investment management company, released its “Large Cap Concentrated Fund” fourth-quarter 2024 investor letter.

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March 17 - Hedge Fund Investor Letters, News

Here’s Why Union Pacific Corporation (UNP) Traded Down in Q4

Diamond Hill Capital, an investment management company, released its “Large Cap Concentrated Fund” fourth-quarter 2024 investor letter.

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March 17 - Hedge Fund Investor Letters, News

What Made General Motors (GM) the Top Contributor of Diamond Hill Large Cap Concentrated Fund?

Diamond Hill Capital, an investment management company, released its “Large Cap Concentrated Fund” fourth-quarter 2024 investor letter.

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March 17 - Hedge Fund Investor Letters, News

HCA Healthcare (HCA) Fell Amid Growing Negative Sentiment Toward Hospitals Since The US Election

Diamond Hill Capital, an investment management company, released its “Large Cap Concentrated Fund” fourth-quarter 2024 investor letter.

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March 17 - Hedge Fund Investor Letters, News

Bank of America Corporation (BAC) Rose on Improved Sentiment Around Banks

Diamond Hill Capital, an investment management company, released its “Large Cap Concentrated Fund” fourth-quarter 2024 investor letter.

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March 17 - Hedge Fund Investor Letters, News

Amazon.com’s (AMZN) Margins Improved to All-Time Highs in Q4

Diamond Hill Capital, an investment management company, released its “Large Cap Concentrated Fund” fourth-quarter 2024 investor letter.

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March 17 - Hedge Fund Investor Letters, News

Diamond Hill Capital Large Cap Concentrated Fund’s Q4 2024 Investor Letter

Diamond Hill Capital, an investment management company, released its “Large Cap Concentrated Fund” fourth-quarter 2024 investor letter.

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March 17 - Hedge Fund Investor Letters, News

First Citizens BancShares (FCNCA) Surged Following the Acquisition of Silicon Valley Bank

Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” fourth quarter 2024 investor letter.

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March 17 - Hedge Fund Investor Letters, News

Cable One (CABO) Fell on Depressed Broadband Subscriber Growth

Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” fourth quarter 2024 investor letter.

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March 17 - Hedge Fund Investor Letters, News

Here’s What Hurt the Sales Growth of Dollar General Corporation (DG)

Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” fourth quarter 2024 investor letter.

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March 17 - Hedge Fund Investor Letters, News

Here’s Why Baxter International (BAX) Fell in Q4

Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” fourth quarter 2024 investor letter.

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March 17 - Hedge Fund Investor Letters, News

Here’s What Lifted M&T Bank (MTB) in 2024

Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” fourth quarter 2024 investor letter.

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March 17 - Hedge Fund Investor Letters, News

Polaris (PII) Fell Due to Missed Earnings Expectations And Lowered Guidance

Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” fourth quarter 2024 investor letter.

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March 17 - Hedge Fund Investor Letters, News

Artisan Mid Cap Value Fund Sold The Progressive Corporation (PGR) as its Mid-Cap Threshold Exceeded

Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” fourth quarter 2024 investor letter.

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March 13 - Hedge Fund Investor Letters, News

Here’re the Factors that Boosted Vail Resorts (MTN) in Q4

Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” fourth quarter 2024 investor letter.

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March 13 - Hedge Fund Investor Letters, News

What Makes Asbury Automotive Group (ABG) an Investment Bet?

Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” fourth quarter 2024 investor letter.

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March 13 - Hedge Fund Investor Letters, News

Here’s What Weakened DENTSPLY SIRONA (XRAY) Shares

Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” fourth quarter 2024 investor letter.

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March 13 - Hedge Fund Investor Letters, News

Are the Long-Term Drivers for Humana (HUM) Still Intact?

Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” fourth quarter 2024 investor letter.

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March 13 - Hedge Fund Investor Letters, News

Expedia Group (EXPE) Rose on Better-Than-Expected Bookings Growth

Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” fourth quarter 2024 investor letter.

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March 13 - Hedge Fund Investor Letters, News

Artisan Partners Mid Cap Value Fund’s Q4 2024 Investor Letter

Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” fourth quarter 2024 investor letter.

Keep Reading →

March 13 - Hedge Fund Investor Letters, News

Columbia Seligman Global Technology Fund Maintained its Position in Apple (AAPL)

Columbia Threadneedle Investments, an investment management company released its “Columbia Seligman Global Technology Fund” fourth quarter 2024 investor letter.

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March 13 - Hedge Fund Investor Letters, News

Columbia Seligman Global Technology Fund Benefitted from a Strong Push Up of Dropbox (DBX) in Q4

Columbia Threadneedle Investments, an investment management company released its “Columbia Seligman Global Technology Fund” fourth quarter 2024 investor letter.

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March 13 - Hedge Fund Investor Letters, News

Here’s Columbia Seligman Global Technology Fund’s Thesis for Bloom Energy Corporation (BE)

Columbia Threadneedle Investments, an investment management company released its “Columbia Seligman Global Technology Fund” fourth quarter 2024 investor letter.

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March 13 - Hedge Fund Investor Letters, News

Here’s Why Lam Research Corporation (LRCX) Fell in Q4

Columbia Threadneedle Investments, an investment management company released its “Columbia Seligman Global Technology Fund” fourth quarter 2024 investor letter.

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March 13 - Hedge Fund Investor Letters, News

Here’s How Columbia Seligman Global Technology Fund Benefitted from Underweight Position in Microsoft (MSFT)

Columbia Threadneedle Investments, an investment management company released its “Columbia Seligman Global Technology Fund” fourth quarter 2024 investor letter.

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March 13 - Hedge Fund Investor Letters, News

Here’s Why Marvell Technology (MRVL) Surged in Q4

Columbia Threadneedle Investments, an investment management company released its “Columbia Seligman Global Technology Fund” fourth quarter 2024 investor letter.

Keep Reading →

March 13 - Hedge Fund Investor Letters, News

Columbia Seligman Global Technology Fund’s Q4 2024 Investor Letter

Columbia Threadneedle Investments, an investment management company released its “Columbia Seligman Global Technology Fund” fourth quarter 2024 investor letter. The U.S.

Keep Reading →

March 13 - Hedge Fund Investor Letters, News

Ball Corporation (BALL) Slid On Mixed Demand For Aluminum Packaging

Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” fourth quarter 2024 investor letter.

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March 13 - Hedge Fund Investor Letters, News

D.R. Horton (DHI) Traded Lower due to Higher Mortgage Rates

Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” fourth quarter 2024 investor letter.

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March 13 - Hedge Fund Investor Letters, News

Linde Plc (Lin) Fell On Lower-Than-Expected Guidance

Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” fourth quarter 2024 investor letter.

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March 13 - Hedge Fund Investor Letters, News

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