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Author Archive - Soumya Eswaran

Here’s Why Astera Labs (ALAB) Rallied Strongly in Q4

Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 10 - Hedge Fund Investor Letters, News

Artisan Partners Small Cap Fund’s Q4 2024 Investor Letter

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

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March 10 - Hedge Fund Investor Letters, News

Eli Lilly (LLY) Slid on Rare Revenue Miss in its 3Q Update

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” fourth quarter 2024 investor...

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March 10 - Hedge Fund Investor Letters, News

Will Netflix (NFLX) be able to Continue To Scale Its Free Cash Flow?

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” fourth quarter 2024 investor...

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March 10 - Hedge Fund Investor Letters, News

Strong Results Lifted Shopify (SHOP) in Q4

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” fourth quarter 2024 investor...

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March 10 - Hedge Fund Investor Letters, News

UnitedHealth Group (UNH) Fell After Reporting Mixed Operating Metrics

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” fourth quarter 2024 investor...

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March 10 - Hedge Fund Investor Letters, News

Uber Technologies (UBER) Fell Due To Fears of Autonomous Cars Despite Strong Results

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” fourth quarter 2024 investor...

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March 10 - Hedge Fund Investor Letters, News

Here’s Why NIKE (NKE) Fell in Q4

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” fourth quarter 2024 investor...

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March 10 - Hedge Fund Investor Letters, News

Adobe (ADBE) Fell on Disappointing FY2025 Guidance

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” fourth quarter 2024 investor...

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March 10 - Hedge Fund Investor Letters, News

NVIDIA (NVDA) Surged on Strong Results and Improved Guidance

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” fourth quarter 2024 investor...

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March 10 - Hedge Fund Investor Letters, News

RiverPark Large Growth Fund’s Top Contributor: Amazon.com (AMZN)

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” fourth quarter 2024 investor...

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March 10 - Hedge Fund Investor Letters, News

RiverPark Large Growth Fund Views Alphabet (GOOG) as Among The Best-Positioned Secular Growth Franchises In The Market

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” fourth quarter 2024 investor...

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March 10 - Hedge Fund Investor Letters, News

RiverPark Large Growth Fund’s Q4 2024 Investor Letter

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” fourth quarter 2024 investor...

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March 10 - Hedge Fund Investor Letters, News

Here’s Why Conventum – Alluvium Global Fund Trimmed Liberty Broadband Corporation (LBRDA)

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” fourth-quarter 2024 investor letter.

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March 10 - Hedge Fund Investor Letters, News

Conventum – Alluvium Global Fund Lost Capital Over The Entire Holding Period of Capri Holdings Limited (CPRI). Here’s How

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” fourth-quarter 2024 investor letter.

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March 10 - Hedge Fund Investor Letters, News

Conventum – Alluvium Global Fund Increased its Position in Charter Communications (CHTR)

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” fourth-quarter 2024 investor letter.

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March 10 - Hedge Fund Investor Letters, News

Here’s Why HCA Healthcare (HCA) Fell in Q4

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” fourth-quarter 2024 investor letter.

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March 7 - Hedge Fund Investor Letters, News

Positive Results Boosted Alphabet (GOOG) in Q4

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” fourth-quarter 2024 investor letter.

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March 7 - Hedge Fund Investor Letters, News

Should You Maintain Your Position in H&R Block (HRB)?

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” fourth-quarter 2024 investor letter.

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March 7 - Hedge Fund Investor Letters, News

Here’s Why LyondellBasell Industries N.V. (LYB) Fell 21.3% in Q4

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” fourth-quarter 2024 investor letter.

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March 7 - Hedge Fund Investor Letters, News

Visa (V) was Up 15.2% in Q4

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” fourth-quarter 2024 investor letter.

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March 7 - Hedge Fund Investor Letters, News

Does Mastercard Incorporated (MA) Have Higher Growth Prospects Compared to Visa?

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” fourth-quarter 2024 investor letter.

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March 7 - Hedge Fund Investor Letters, News

McKesson Corporation (MCK) Surged on Increased Guidance

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” fourth-quarter 2024 investor letter.

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March 7 - Hedge Fund Investor Letters, News

Conventum – Alluvium Global Fund Increased its Position in Ryanair Holdings plc (RYAAY)

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” fourth-quarter 2024 investor letter.

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March 7 - Hedge Fund Investor Letters, News

Group 1 Automotive (GPI) Continued its Stellar Performance in Q4

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” fourth-quarter 2024 investor letter.

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March 7 - Hedge Fund Investor Letters, News

Alibaba (BABA) Faced Sharp Decline in Q4 After Strong Previous Quarter

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” fourth-quarter 2024 investor letter.

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March 7 - Hedge Fund Investor Letters, News

Here’s Why Lockheed Martin Corporation (LMT) Fell 16.3%

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” fourth-quarter 2024 investor letter.

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March 7 - Hedge Fund Investor Letters, News

DICK’S Sporting Goods (DKS) Surged on Better-Than-Expected Results

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” fourth-quarter 2024 investor letter.

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March 7 - Hedge Fund Investor Letters, News

Conventum – Alluvium Global Fund’s Q4 2024 Investor Letter

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” fourth-quarter 2024 investor letter.

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March 7 - Hedge Fund Investor Letters, News

Here’s Tourlite Capital Management’s Update on Sable Offshore (SOC)

Tourlite Capital Management, an investment management firm, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 7 - Hedge Fund Investor Letters, News

Does Roivant (ROIV) Offer an Attractive Risk Reward Opportunity?

Tourlite Capital Management, an investment management firm, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 7 - Hedge Fund Investor Letters, News

Will RealReal (REAL) be able to Improve its Debt Refinancing Prospects?

Tourlite Capital Management, an investment management firm, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 7 - Hedge Fund Investor Letters, News

FTAI Aviation (FTAI) Share Price Increased Over 200% in 2024

Tourlite Capital Management, an investment management firm, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 7 - Hedge Fund Investor Letters, News

Greenhaven Road Capital Sold MarketWise (MKTW) in 2024. Here’s Why

Greenhaven Road Capital, 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 7 - Hedge Fund Investor Letters, News

Should You be Confident in Latch (LTCH)?

Tourlite Capital Management, an investment management firm, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 7 - Hedge Fund Investor Letters, News

Here’s Why FTAI Infrastructure (FIP) Declined in 2024

Tourlite Capital Management, an investment management firm, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 7 - Hedge Fund Investor Letters, News

Greenhaven Road Capital’s Updates on Lifecore Biomedical (LFCR)

Greenhaven Road Capital, 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 7 - Hedge Fund Investor Letters, News

Tourlite Capital Management’s Q4 2024 Investor Letter

Tourlite Capital Management, an investment management firm, released its fourth quarter 2024 investor letter. Tourlite Fund, LP returned 0.4% for Q4 2024 and 14.2% for 2024.

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March 7 - Hedge Fund Investor Letters, News

What Makes Burford (BUR) a Leader in Litigation Finance?

Greenhaven Road Capital, 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 7 - Hedge Fund Investor Letters, News

Greenhaven Road Capital: Cellebrite (CLBT) has a Decade-Long History of Growing Quickly and Profitably

Greenhaven Road Capital, 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 6 - Hedge Fund Investor Letters, News

What Makes KKR (KKR) an Attractive Bet?

Greenhaven Road Capital, 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 6 - Hedge Fund Investor Letters, News

What Makes PAR Technology (PAR) a Growing Company?

Greenhaven Road Capital, 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 6 - Hedge Fund Investor Letters, News

Greenhaven Road Capital’s Q4 2024 Investor Letter

Greenhaven Road Capital, an investment management company, released its fourth-quarter 2024 investor letter.

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March 6 - Hedge Fund Investor Letters, News

Here’s Why Tesla (TSLA) is on Detractors’ List of Polen Focus Growth Strategy

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” fourth quarter 2024 investor letter.

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March 6 - Hedge Fund Investor Letters, News

Should You Expect 20% Earnings Growth for Amazon.com (AMZN) Over The Next Five Years?

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” fourth quarter 2024 investor letter.

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March 6 - Hedge Fund Investor Letters, News

Polen Focus Growth Strategy Trimmed Gartner (IT) due to Value Related Reasons

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” fourth quarter 2024 investor letter.

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March 6 - Hedge Fund Investor Letters, News

Does Oracle Corporation (ORCL) Have an Accelerating Growth Trajectory?

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” fourth quarter 2024 investor letter.

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March 6 - Hedge Fund Investor Letters, News

Polen Focus Growth Strategy Trimmed UnitedHealth Group Incorporated (UNH) in Q4

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” fourth quarter 2024 investor letter.

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March 6 - Hedge Fund Investor Letters, News

Here’s Why Eli Lilly and Company (LLY) has Come Under Pressure

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” fourth quarter 2024 investor letter.

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March 6 - Hedge Fund Investor Letters, News

Broadcom (AVGO) Impacted Polen Focus Growth Strategy in Q4 Without Ownership

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” fourth quarter 2024 investor letter.

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March 6 - Hedge Fund Investor Letters, News

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