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Hedge Fund Investor Letters

Reasons to Invest in Loar Holdings (LOAR)

Next Century Growth Investors, LLC, an investment Management Company, released its “Small Cap Strategy” second-quarter 2024 investor letter.

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August 30 - Hedge Fund Investor Letters, News

Can AAON (AAON) Reach 20% Market Share?

Next Century Growth Investors, LLC, an investment Management Company, released its “Small Cap Strategy” second-quarter 2024 investor letter.

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August 30 - Hedge Fund Investor Letters, News

Should You Invest in Artivion (AORT)?

Next Century Growth Investors, LLC, an investment Management Company, released its “Small Cap Strategy” second-quarter 2024 investor letter.

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August 30 - Hedge Fund Investor Letters, News

Do You Believe in the Growth Prospects of PROCEPT BioRobotics (PRCT)?

Next Century Growth Investors, LLC, an investment Management Company, released its “Small Cap Strategy” second-quarter 2024 investor letter.

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August 30 - Hedge Fund Investor Letters, News

Will FTAI Aviation (FTAI) Benefit from Strong Demand in Aerospace Market?

Next Century Growth Investors, LLC, an investment Management Company, released its “Small Cap Strategy” second-quarter 2024 investor letter.

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August 30 - Hedge Fund Investor Letters, News

Should You Invest in Credo Technology (CRDO)?

Next Century Growth Investors, LLC, an investment Management Company, released its “Small Cap Strategy” second-quarter 2024 investor letter.

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August 30 - Hedge Fund Investor Letters, News

Will the New CEO Deliver Revenue Growth and Margin Expansion at Coherent (COHR)?

Next Century Growth Investors, LLC, an investment Management Company, released its “Small Cap Strategy” second-quarter 2024 investor letter.

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August 30 - Hedge Fund Investor Letters, News

What Makes PAR Technology (PAR) an Investment Choice?

Next Century Growth Investors, LLC, an investment Management Company, released its “Small Cap Strategy” second-quarter 2024 investor letter.

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August 30 - Hedge Fund Investor Letters, News

Should You Believe in Enfusion’s (ENFN) Healthy Revenue Growth And Margin Expansion in the Future?

Next Century Growth Investors, LLC, an investment Management Company, released its “Small Cap Strategy” second-quarter 2024 investor letter.

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August 30 - Hedge Fund Investor Letters, News

Next Century Growth Investors Small Cap Strategy’s Q2 2024 Investor Letter

Next Century Growth Investors, LLC, an investment Management Company, released its “Small Cap Strategy” second-quarter 2024 investor letter.

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August 30 - Hedge Fund Investor Letters, News

Is AvalonBay Communities (AVB) an Attractively Valued Stock?

Baron Funds, an investment management company, released its “Baron Real Estate Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 30 - Hedge Fund Investor Letters, News

Here’s Why Digital Realty Trust (DLR) Shares Appreciated in Q2

Baron Funds, an investment management company, released its “Baron Real Estate Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 30 - Hedge Fund Investor Letters, News

D.R. Horton (DHI) Fell on Concerns Over Slowing Demand

Baron Funds, an investment management company, released its “Baron Real Estate Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 30 - Hedge Fund Investor Letters, News

Here’s Why Baron Real Estate Fund Trimmed Caesars Entertainment (CZR)

Baron Funds, an investment management company, released its “Baron Real Estate Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 30 - Hedge Fund Investor Letters, News

Baron Real Estate Fund Trimmed Toll Brothers (TOL) After Share Price Appreciation

Baron Funds, an investment management company, released its “Baron Real Estate Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 30 - Hedge Fund Investor Letters, News

Is Martin Marietta Materials (MLM) an Attractive Business?

Baron Funds, an investment management company, released its “Baron Real Estate Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 30 - Hedge Fund Investor Letters, News

Strong Cash Flow Growth Lifted Welltower (WELL) in Q2

Baron Funds, an investment management company, released its “Baron Real Estate Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 29 - Hedge Fund Investor Letters, News

Should You be Optimistic on the Growth Prospects of Prologis (PLD)?

Baron Funds, an investment management company, released its “Baron Real Estate Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 29 - Hedge Fund Investor Letters, News

Reasons for the Surge of Equity Residential (EQR) in Q2

Baron Funds, an investment management company, released its “Baron Real Estate Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 29 - Hedge Fund Investor Letters, News

Baron Real Estate Fund’s Q2 2024 Investor Letter

Baron Funds, an investment management company, released its “Baron Real Estate Fund” second quarter 2024 investor letter.

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August 29 - Hedge Fund Investor Letters, News

Viking Therapeutics (VKTX) Fell Amid Rising Competition

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

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August 29 - Hedge Fund Investor Letters, News

Here’s Why Lattice Semiconductor Corporation (LSCC) Slipped in Q2

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

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August 29 - Hedge Fund Investor Letters, News

Should You Hold Quaker Chemical Corporation (KWR)?

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

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August 29 - Hedge Fund Investor Letters, News

Here’s Why Evolent Health (EVH) is on the List of Bottom Securities of Carillon Eagle Small Cap Growth Fund

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

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August 29 - Hedge Fund Investor Letters, News

Poor Weather Dragged Summit Materials (SUM) in Late Q2

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

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August 29 - Hedge Fund Investor Letters, News

Here’s Why Onto Innovation (ONTO) Rose in Q2

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

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August 29 - Hedge Fund Investor Letters, News

PJT Partners (PJT) Rose as Results Surpassed Expectations

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

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August 29 - Hedge Fund Investor Letters, News

Several Reasons for the Solid Performance of Abercrombie & Fitch Co. (ANF)

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

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August 29 - Hedge Fund Investor Letters, News

Here’s Why TransMedics Group (TMDX) Rose in Q2

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

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August 29 - Hedge Fund Investor Letters, News

Insmed (INSM) Rose Due to Positive Trial Results

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

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August 29 - Hedge Fund Investor Letters, News

Carillon Eagle Small Cap Growth Fund’s Q2 2024 Investor Letter

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

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August 29 - Hedge Fund Investor Letters, News

Oracle Corporation (ORCL) Benefitted from Surge in AI Demand and Strong Booking Growth

Ariel Investments, an investment management company, released its “Ariel Focus Fund” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 29 - Hedge Fund Investor Letters, News

Snap-on Incorporated (SNA) Traded Lower Due to Mixed Earnings Results

Ariel Investments, an investment management company, released its “Ariel Focus Fund” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 29 - Hedge Fund Investor Letters, News

APA Corporation (APA) Slid in Q2 Due to Earnings Miss

Ariel Investments, an investment management company, released its “Ariel Focus Fund” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 29 - Hedge Fund Investor Letters, News

Here’s Why Mohawk Industries (MHK) Underperformed in Q2

Ariel Investments, an investment management company, released its “Ariel Focus Fund” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 29 - Hedge Fund Investor Letters, News

What Makes Affiliated Managers Group (AMG) a Prospective Investment Choice?

Ariel Investments, an investment management company, released its “Ariel Focus Fund” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 29 - Hedge Fund Investor Letters, News

Ariel Investments Focus Fund’s Q2 2024 Investor Letter

Ariel Investments, an investment management company, released its “Ariel Focus Fund” second-quarter 2024 investor letter.

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August 29 - Hedge Fund Investor Letters, News

Intel Corporation (INTC) Declined Due to Extended Turnaround in Foundry Business

Ariel Investments, an investment management company, released its “Ariel Global Fund” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 28 - Hedge Fund Investor Letters, News

Here’s Why Taiwan Semiconductor Manufacturing Company Limited (TSM) Rallied in Q2

Ariel Investments, an investment management company, released its “Ariel Global Fund” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 28 - Hedge Fund Investor Letters, News

Should You Hold CVS Health Corporation (CVS)?

Ariel Investments, an investment management company, released its “Ariel Global Fund” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 28 - Hedge Fund Investor Letters, News

Should You Invest in D.R. Horton (DHI)?

Ariel Investments, an investment management company, released its “Ariel Global Fund” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

Keep Reading →

August 28 - Hedge Fund Investor Letters, News

What Makes Lennar Corporation (LEN) a Good Investment?

Ariel Investments, an investment management company, released its “Ariel Global Fund” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 28 - Hedge Fund Investor Letters, News

KB Financial Group (KB) Surged Due to an Earnings Beat

Ariel Investments, an investment management company, released its “Ariel Global Fund” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 28 - Hedge Fund Investor Letters, News

Multiple Headwinds Dragged Stellantis N.V. (STLA) in Q2

Ariel Investments, an investment management company, released its “Ariel Global Fund” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 28 - Hedge Fund Investor Letters, News

Reasons to Invest in The Allstate Corporation (ALL)

Ariel Investments, an investment management company, released its “Ariel Global Fund” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 28 - Hedge Fund Investor Letters, News

Here’s What Drove the Outperformance of NetApp (NTAP)

Ariel Investments, an investment management company, released its “Ariel Global Fund” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 28 - Hedge Fund Investor Letters, News

Ariel Investments Global Fund’s Q2 2024 Investor Letter

Ariel Investments, an investment management company, released its “Ariel Global Fund” second-quarter 2024 investor letter.

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August 28 - Hedge Fund Investor Letters, News

Charles River Laboratories International (CRL) Fell Due to a More Cautious Funding Environment

Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” second-quarter 2024 investor letter.

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August 28 - Hedge Fund Investor Letters, News

Walgreens Boots Alliance (WBA) Slipped on Earnings Miss and Guidance Reduction

Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” second-quarter 2024 investor letter.

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August 28 - Hedge Fund Investor Letters, News

Solid Earnings Lifted Goldman Sachs Group (GS) in Q2

Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” second-quarter 2024 investor letter.

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August 28 - Hedge Fund Investor Letters, News

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