AMG River Road Small Cap Value Fund’s Q1 2025 Investor Letter
River Road Asset Management, an investment management company, released its “River Road Small Cap Value Fund” Q1 2025 investor letter. In the first quarter, AMG River Road...
Author Archive - Soumya Eswaran
Several Factors Lifted Guidewire Software (GWRE) in Q1
Brown Brothers Harriman & Co., a global financial services firm, released its “The BBH Select Series – Mid Cap Fund” first quarter investor letter.
Here’s Why Brown & Brown (BRO) Delivered 22.1% Returns in Q1
Brown Brothers Harriman & Co., a global financial services firm, released its “The BBH Select Series – Mid Cap Fund” first quarter investor letter.
What Makes Keysight Technologies (KEYS) a Standout Opportunity?
Brown Brothers Harriman & Co., a global financial services firm, released its “The BBH Select Series – Mid Cap Fund” first quarter investor letter.
What Makes UL Solutions (ULS) a Compelling Investment Opportunity?
Brown Brothers Harriman & Co., a global financial services firm, released its “The BBH Select Series – Mid Cap Fund” first quarter investor letter.
Bruker Corporation (BRKR) Fell Amid Cautious Outlook
Brown Brothers Harriman & Co., a global financial services firm, released its “The BBH Select Series – Mid Cap Fund” first quarter investor letter.
Globant (GLOB) Fell Due to Below-Expected Guidance
Brown Brothers Harriman & Co., a global financial services firm, released its “The BBH Select Series – Mid Cap Fund” first quarter investor letter.
BBH Select Series – Mid Cap Fund’s Q1 2025 Investor Letter
Brown Brothers Harriman & Co., a global financial services firm, released its “The BBH Select Series – Mid Cap Fund” first quarter investor letter.
Here’s How Macquarie Large Cap Growth Fund Benefited from Not Owning Tesla (TSLA)
Macquarie Asset Management, an investment management company, released its “Macquarie Large Cap Growth Fund” first quarter 2025 investor letter.
What Makes IDEXX Laboratories (IDXX) a Good Investment?
Macquarie Asset Management, an investment management company, released its “Macquarie Large Cap Growth Fund” first quarter 2025 investor letter.
Macquarie Large Cap Growth Fund Sold Its Stake in Electronic Arts (EA)
Macquarie Asset Management, an investment management company, released its “Macquarie Large Cap Growth Fund” first quarter 2025 investor letter.
Macquarie Large Cap Growth Fund: Evaluating Meta Platforms’ (META) Performance Amid Advertising Challenges
Macquarie Asset Management, an investment management company, released its “Macquarie Large Cap Growth Fund” first quarter 2025 investor letter.
Do You Believe in the Long-Term Favorable Growth Trend of Visa (V)?
Macquarie Asset Management, an investment management company, released its “Macquarie Large Cap Growth Fund” first quarter 2025 investor letter.
Is Intercontinental Exchange (ICE) Poised for Long-Term Shareholder Return?
Macquarie Asset Management, an investment management company, released its “Macquarie Large Cap Growth Fund” first quarter 2025 investor letter.
Macquarie Large Cap Growth Fund’s Q1 2025 Investor Letter
Macquarie Asset Management, an investment management company, released its “Macquarie Large Cap Growth Fund” first quarter of 2025 investor letter.
Eli Lilly & Co. (LLY) is Recovering from the Period of Volatility
Macquarie Asset Management, an investment management company, released its “Macquarie Large Cap Growth Fund” first quarter 2025 investor letter.
Competitive Threat Pulled Down Alphabet (GOOG) in Q1
Diamond Hill Capital, an investment management company, released its “Long-Short Strategy” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Microsoft (MSFT) Fell on Investors’ Concerns
Diamond Hill Capital, an investment management company, released its “Long-Short Strategy” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why CenterPoint Energy (CNP) Rose in Q1
Scout Investments, Inc., an affiliate of Carillon Tower Advisers, released the “Carillon Scout Mid Cap Fund” first quarter 2025 investor letter.
What Makes Matson (MATX) a Good Short-Term Investment?
Diamond Hill Capital, an investment management company, released its “Long-Short Strategy” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Taiwan Semiconductor Manufacturing (TSM) Slid Over Slowing AI Demand
Diamond Hill Capital, an investment management company, released its “Long-Short Strategy” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Diamond Hill Capital Long-Short Strategy Initiated a Short Position in eBay (EBAY)
Diamond Hill Capital, an investment management company, released its “Long-Short Strategy” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Salesforce (CRM) an Investment Bet?
Diamond Hill Capital, an investment management company, released its “Long-Short Strategy” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Do You Believe in the Long-Term Growth Opportunity of Ulta Beauty (ULTA)?
Diamond Hill Capital, an investment management company, released its “Long-Short Strategy” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s What Weighed on Deckers Outdoor Corporation’s (DECK) Shares
Diamond Hill Capital, an investment management company, released its “Long-Short Strategy” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why WNS (Holdings) Limited (WNS) Rebounded in Q1
Diamond Hill Capital, an investment management company, released its “Long-Short Strategy” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Diamond Hill Capital Long-Short Strategy’s Q1 2025 Investor Letter
Diamond Hill Capital, an investment management company, released its “Long-Short Strategy” first-quarter 2025 investor letter.
WEC Energy Group (WEC): Harnessing Growth from Industrial and Technological Developments in Wisconsin
Scout Investments, Inc., an affiliate of Carillon Tower Advisers, released the “Carillon Scout Mid Cap Fund” first quarter 2025 investor letter.
Delta Air Lines (DAL) Slid Over Declining Consumer Confidence
Scout Investments, Inc., an affiliate of Carillon Tower Advisers, released the “Carillon Scout Mid Cap Fund” first quarter 2025 investor letter.
Here’s Why Ciena Corporation (CIEN) Traded Lower in Q1
Scout Investments, Inc., an affiliate of Carillon Tower Advisers, released the “Carillon Scout Mid Cap Fund” first quarter 2025 investor letter.
Vertiv Holdings Co (VRT) Fell on Near-Term Slowdown in Demand
Scout Investments, Inc., an affiliate of Carillon Tower Advisers, released the “Carillon Scout Mid Cap Fund” first quarter 2025 investor letter.
EQT Corporation (EQT) Rose on Increased Demand
Scout Investments, Inc., an affiliate of Carillon Tower Advisers, released the “Carillon Scout Mid Cap Fund” first quarter 2025 investor letter.
Hims & Hers Health (HIMS) Surged on Weight Loss Offering Advertisement Campaign
Scout Investments, Inc., an affiliate of Carillon Tower Advisers, released the “Carillon Scout Mid Cap Fund” first quarter 2025 investor letter.
Carillon Scout Mid Cap Fund’s Q1 2025 Investor Letter
Scout Investments, Inc., an affiliate of Carillon Tower Advisers, released the “Carillon Scout Mid Cap Fund” first quarter 2025 investor letter. In the first quarter, the...
The AZEK Company (AZEK) Surged After Acquisition Announcement
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
Better-Than-Expected Q4 Earnings with the Announcement of a New Joint Venture Boosted Kratos Defense & Security Solutions Inc (KTOS)
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
TimesSquare Capital Sold Impinj (PI) as it Entered Inventory Correction Phase
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
Vertex (VERX) Cooled Down After a Strong Run
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
Here’s Why TimesSquare Capital U.S. Small Cap Growth Strategy Sold Its Position in FormFactor (FORM)
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
Tetra Tech (TTEK) Shares Sold Off Despite Strong Q1 Results
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
Regal Rexnord Corp (RRX) Fell After Reporting Quarterly Results
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
Casella Waste Systems (CWST) Stock Rose 5% Despite Mixed Earnings Report
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
Lower Than Expected Guidance Pulled Back ACV Auctions (ACVA) in Q1
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
Addus HomeCare Corp. (ADUS) Fell on Fears of Cuts to Medicaid
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
FDA Approval for its Drug Lifted Soleno Therapeutics (SLNO) Shares by 60%
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
Is Hamilton Lane (HLNE) Strategically Positioned for Growth in Private Asset Investment?
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
Here’s Why MVB Financial Corp (MVBF) Fell in Q1
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
TimesSquare Capital U.S. Small Cap Growth Strategy Exited its Position in Day One Biopharmaceuticals Inc. (DAWN)
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
TimesSquare Capital U.S. Small Cap Growth Strategy Decided to Trim Its Position in Freshpet (FRPT)
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
Chef’s Warehouse (CHEF) Gained 10% in Q1
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
