Eli Lilly and Company (LLY) Surged Over Higher Expectations on its Weight Loss Pill
Madison Investments, an investment advisor, released its “Madison Sustainable Equity Strategy” first quarter 2025 investor letter.
Author Archive - Soumya Eswaran
The Progressive Corporation (PGR) Reported Robust Results in Q1
Madison Investments, an investment advisor, released its “Madison Sustainable Equity Strategy” first quarter 2025 investor letter.
Madison Sustainable Equity Strategy’s Q1 2025 Investor Letter
Madison Investments, an investment advisor, released its “Madison Sustainable Equity Strategy” first quarter 2025 investor letter.
Here’s Why Sable Offshore (SOC) Surged in Q1
Tourlite Capital Management, an investment management firm, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Do You Believe in the Upside Potential of FTAI Infrastructure (FIP)?
Tourlite Capital Management, an investment management firm, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Will FTAI Aviation Ltd. (FTAI) Benefit from Positive Catalysts?
Tourlite Capital Management, an investment management firm, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Tourlite Capital Management’s Q1 2025 Investor Letter
Tourlite Capital Management, an investment management firm, released its first quarter 2025 investor letter.
What Makes Visa (V) a Good Long-Term Holding?
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Hedged Equity Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Consumer Health Concerns and General Market Weakness Pulled Down MGM Resorts International (MGM) in Q1
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Hedged Equity Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Do You Believe in the Upside Potential of The GEO Group (GEO)?
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Hedged Equity Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
ACV Auctions (ACVA) Fell in Q1 Despite Strong Results
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Hedged Equity Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Amazon.com (AMZN) Fell on Below Expected Guidance
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Hedged Equity Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Intercontinental Exchange (ICE) Surged in Q1. Here’s Why
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Hedged Equity Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Meridian Hedged Equity Fund’s Q1 2025 Investor Letter
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Hedged Equity Fund” first quarter 2025 investor letter.
Increased Uncertainty Pulled Down Alphabet (GOOG) in Q1
Columbia Threadneedle Investments, an investment management company, released its “Columbia Threadneedle Global Technology Growth Strategy” first-quarter 2025 investor letter...
Here’s Why Microsoft (MSFT) Declined in Q1
Columbia Threadneedle Investments, an investment management company, released its “Columbia Threadneedle Global Technology Growth Strategy” first-quarter 2025 investor letter...
Broadcom (AVGO) Declined Along with Peers
Columbia Threadneedle Investments, an investment management company, released its “Columbia Threadneedle Global Technology Growth Strategy” first-quarter 2025 investor letter...
Should You Hold Marvell Technology (MRVL)?
Columbia Threadneedle Investments, an investment management company, released its “Columbia Threadneedle Global Technology Growth Strategy” first-quarter 2025 investor letter...
Here’s What Led Alibaba’s (BABA) Outperformance
Columbia Threadneedle Investments, an investment management company, released its “Columbia Threadneedle Global Technology Growth Strategy” first-quarter 2025 investor letter...
NVIDIA (NVDA) Fell Due to Competitive Threat
Columbia Threadneedle Investments, an investment management company, released its “Columbia Threadneedle Global Technology Growth Strategy” first-quarter 2025 investor letter...
T-Mobile US (TMUS) Continued its Growth Story in Q1
Columbia Threadneedle Investments, an investment management company, released its “Columbia Threadneedle Global Technology Growth Strategy” first-quarter 2025 investor letter...
Here’s Why Visa (V) Surged in Q1
Columbia Threadneedle Investments, an investment management company, released its “Columbia Threadneedle Global Technology Growth Strategy” first-quarter 2025 investor letter...
Strong Execution Lifted Uber (UBER) in Q1
Columbia Threadneedle Investments, an investment management company, released its “Columbia Threadneedle Global Technology Growth Strategy” first-quarter 2025 investor letter...
Columbia Threadneedle Global Technology Growth Strategy’s Q1 2025 Investor Letter
Columbia Threadneedle Investments, an investment management company, released its “Columbia Threadneedle Global Technology Growth Strategy” first-quarter 2025 investor letter...
What Makes MSCI (MSCI) a Good Long-Term Investment?
Baron Funds, an investment management company, released its “Baron Growth Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Vail Resorts (MTN) Fell due to Investor Concerns
Baron Funds, an investment management company, released its “Baron Growth Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Arch Capital Group Ltd. (ACGL) Rebounded due to Favorable Operating Trends and Stability
Baron Funds, an investment management company, released its “Baron Growth Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Baron Growth Fund’s Q1 2025 Investor Letter
Baron Funds, an investment management company, released its “Baron Growth Fund” first quarter 2025 investor letter.
What Makes Badger Meter (BMI) an Investment Opportunity?
Brown Capital Management, an investment management company, released its “The Brown Capital Management Small Company Fund” first quarter 2025 investor letter.
Datadog (DDOG) Fell on Weak Guidance
Brown Capital Management, an investment management company, released its “The Brown Capital Management Small Company Fund” first quarter 2025 investor letter.
Here’s Why Glaukos (GKOS) Shares Traded Lower in Q1
Brown Capital Management, an investment management company, released its “The Brown Capital Management Small Company Fund” first quarter 2025 investor letter.
Brown Capital Management Small Company Fund Sold 10x Genomics (TXG) Due to Fundamental Concerns
Brown Capital Management, an investment management company, released its “The Brown Capital Management Small Company Fund” first quarter 2025 investor letter.
Cytek Biosciences (CTKB) Faced Challenges from NIH Funding Reductions
Brown Capital Management, an investment management company, released its “The Brown Capital Management Small Company Fund” first quarter 2025 investor letter.
Here’s Why Brown Capital Management Small Company Fund Sold Inogen (INGN) in Q1
Brown Capital Management, an investment management company, released its “The Brown Capital Management Small Company Fund” first quarter 2025 investor letter.
Is Red Violet (RDVT) Well Positioned for Continued Growth?
Brown Capital Management, an investment management company, released its “The Brown Capital Management Small Company Fund” first quarter 2025 investor letter.
Should You Expect a Large Market Opportunity for Veeva Systems (VEEV)?
Brown Capital Management, an investment management company, released its “The Brown Capital Management Small Company Fund” first quarter 2025 investor letter.
Better-Than-Expected Earnings Report Lifted Guidewire Software (GWRE) in Q1
Brown Capital Management, an investment management company, released its “The Brown Capital Management Small Company Fund” first quarter 2025 investor letter.
Tyler Technologies (TYL) Views New DOGE as an Opportunity. Here’s Why
Brown Capital Management, an investment management company, released its “The Brown Capital Management Small Company Fund” first quarter 2025 investor letter.
Manhattan Associates (MANH) Reported Cautious 2025 Outlook Despite Reporting Strong 2024 Results
Brown Capital Management, an investment management company, released its “The Brown Capital Management Small Company Fund” first quarter 2025 investor letter.
The Brown Capital Management Small Company Fund’s Q1 2025 Investor Letter
Brown Capital Management, an investment management company, released its “The Brown Capital Management Small Company Fund” first quarter 2025 investor letter.
Google (GOOGL) Fell on Mixed Results
Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Large Cap Fundamental Value Fund” first quarter 2025 investor letter.
Elevance Health (ELV) Reported Strong Q1 Results
Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Large Cap Fundamental Value Fund” first quarter 2025 investor letter.
Magna International (MGA) Slid Due to Heightened Tariffs
Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Large Cap Fundamental Value Fund” first quarter 2025 investor letter.
Olin Corp. (OLN) Declined on Weak Earnings Results
Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Large Cap Fundamental Value Fund” first quarter 2025 investor letter.
Hotchkis & Wiley Large Cap Fundamental Value Fund’s Q1 2025 Investor Letter
Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Large Cap Fundamental Value Fund” first quarter 2025 investor letter.
Here’s Why Polen U.S SMID Company Growth Strategy Exited its Position in Booz Allen Hamilton Holding Corporation (BAH)
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” first-quarter 2025 investor letter.
Polen U.S SMID Company Growth Strategy Sold Charles River Laboratories International (CRL) for More Attractive Opportunities
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” first-quarter 2025 investor letter.
What Makes Comfort Systems USA (FIX) an Investment Bet?
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” first-quarter 2025 investor letter.
Polen U.S SMID Company Growth Strategy Reinitiated its Position in Wingstop (WING)?
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” first-quarter 2025 investor letter.
Should You Consider Adding Manhattan Associates (MANH) to Your Portfolio?
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” first-quarter 2025 investor letter.
