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Hedge Fund Investor Letters

Stericycle (SRCL) Rose Following an Acquisition Announcement

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

Ariel Investments Appreciation Fund’s Q2 2024 Investor Letter

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

Should You Hold UDR (UDR)?

Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” 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

Strong Rents And Occupancy Rates Lifted Mid-America Apartment Communities (MAA) in Q2

Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” 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 Humana (HUM) Rebounded in Q2

Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” 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 Diamond Hill Mid Cap Strategy Sold Archer-Daniels-Midland Company (ADM)

Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” 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 Parker-Hannifin Corporation (PH) Traded Lower in Q2

Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” 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 WESCO International (WCC)?

Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” 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

Is Civitas Resources (CIVI) an Undervalued Stock?

Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 27 - Hedge Fund Investor Letters, News

Here’s What Boosted GoDaddy (GDDY) Shares in Q2

Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 27 - Hedge Fund Investor Letters, News

Should You Invest in Labcorp Holdings (LH)?

Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 27 - Hedge Fund Investor Letters, News

Is this a Good Time to Add Sysco Corporation (SYY) to Your Portfolio?

Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 27 - Hedge Fund Investor Letters, News

Diamond Hill Capital Mid Cap Strategy’s Q2 2024 Investor Letter

Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” second-quarter 2024 investor letter.

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August 27 - Hedge Fund Investor Letters, News

What Makes Linde plc (LIN) a Prospective Investment Bet?

Mar Vista Investment Partners, LLC, an investment management company, released the “Global Strategy” second quarter 2024 investor letter.

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August 27 - Hedge Fund Investor Letters, News

Oracle Corporation’s (ORCL) Investments are Yielding Positive Results

Mar Vista Investment Partners, LLC, an investment management company, released the “Global Strategy” second quarter 2024 investor letter.

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August 27 - Hedge Fund Investor Letters, News

Mar Vista Global Strategy’s Q2 2024 Investor Letter

Mar Vista Investment Partners, LLC, an investment management company, released the “Global Strategy” second quarter 2024 investor letter. In the second quarter, the strategy...

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August 27 - Hedge Fund Investor Letters, News

Here’s Why Mar Vista Strategic Growth Strategy Decided to Divest Starbucks Corporation (SBUX)

Mar Vista Investment Partners, LLC, an investment management company, released the “Strategic Growth Strategy” second quarter 2024 investor letter.

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August 27 - Hedge Fund Investor Letters, News

Amphenol Corporation (APH) Experiences Increasing Demand as Technology Becomes Smarter And More Connected

Mar Vista Investment Partners, LLC, an investment management company, released the “Strategic Growth Strategy” second quarter 2024 investor letter.

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August 27 - Hedge Fund Investor Letters, News

Mar Vista Strategic Growth Strategy’s Q2 2024 Investor Letter

Mar Vista Investment Partners, LLC, an investment management company, released the “Strategic Growth Strategy” second quarter 2024 investor letter.

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August 27 - Hedge Fund Investor Letters, News

Is Broadcom (AVGO) Poised To Benefit From The Growing Demand For Custom AI Accelerator Chips?

Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista Focus strategy” second quarter 2024 investor letter.

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August 27 - Hedge Fund Investor Letters, News

Should You Invest in Meta Platforms (META)?

Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista Focus strategy” second quarter 2024 investor letter.

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August 27 - Hedge Fund Investor Letters, News

Here’s Why NIKE (NKE) Slid in Q2

Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista Focus strategy” second quarter 2024 investor letter.

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August 27 - Hedge Fund Investor Letters, News

Reasons for the Performance of Microsoft Corporation (MSFT) in Q2

Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista Focus strategy” second quarter 2024 investor letter.

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August 27 - Hedge Fund Investor Letters, News

Do You Believe in the Growth Potential of Salesforce (CRM)?

Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista Focus strategy” second quarter 2024 investor letter.

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August 27 - Hedge Fund Investor Letters, News

Alphabet (GOOG) is Benefitting from a Rapidly Evolving AI-Driven Digital Environment

Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista Focus strategy” second quarter 2024 investor letter.

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August 27 - Hedge Fund Investor Letters, News

AI Integration Lifted Apple (AAPL) in Q2

Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista Focus strategy” second quarter 2024 investor letter.

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August 27 - Hedge Fund Investor Letters, News

The Walt Disney Company (DIS) Declined Despite Exceeding Earnings Guidance

Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista Focus strategy” second quarter 2024 investor letter.

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August 27 - Hedge Fund Investor Letters, News

Mar Vista Focus Strategy’s Q2 2024 Investor Letter

Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista Focus strategy” second quarter 2024 investor letter.

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August 27 - Hedge Fund Investor Letters, News

Greenlight Capital Sold First Citizens BancShares (FCNCA) Due to High Valuation

Greenlight Capital, an investment management firm, released its second-quarter 2024 investor letter.

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August 27 - Hedge Fund Investor Letters, News

Greenlight Capital Sold Gulfport Energy Corporation (GPOR) on Share Price Appreciation

Greenlight Capital, an investment management firm, released its second-quarter 2024 investor letter.

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August 26 - Hedge Fund Investor Letters, News

Greenlight Capital Repurchased Capri Holdings (CPRI) in Q2

Greenlight Capital, an investment management firm, released its second-quarter 2024 investor letter.

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August 26 - Hedge Fund Investor Letters, News

CONSOL Energy (CEIX) Rebounded from its Lows

Greenlight Capital, an investment management firm, released its second-quarter 2024 investor letter.

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August 26 - Hedge Fund Investor Letters, News

Good Results Lifted Kyndryl Holdings (KD) in Q2

Greenlight Capital, an investment management firm, released its second-quarter 2024 investor letter.

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August 26 - Hedge Fund Investor Letters, News

Non-Recurring and Unexpected Losses Dragged Brighthouse Financial (BHF) in Q2

Greenlight Capital, an investment management firm, released its second-quarter 2024 investor letter.

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August 26 - Hedge Fund Investor Letters, News

HP (HPQ) Surged on Positive PC Sales after Seven Quarters of Decline

Greenlight Capital, an investment management firm, released its second-quarter 2024 investor letter.

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August 26 - Hedge Fund Investor Letters, News

ODP Corporation (ODP) Slid Following Disappointing Results

Greenlight Capital, an investment management firm, released its second-quarter 2024 investor letter.

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August 26 - Hedge Fund Investor Letters, News

Should You Sell NET Power (NPWR)?

Greenlight Capital, an investment management firm, released its second-quarter 2024 investor letter.

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August 26 - Hedge Fund Investor Letters, News

Here’s Why Alight (ALIT) Fell in Q2

Greenlight Capital, an investment management firm, released its second-quarter 2024 investor letter.

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August 26 - Hedge Fund Investor Letters, News

Greenlight Capital’s Q2 2024 Investor Letter

Greenlight Capital, an investment management firm, released its second-quarter 2024 investor letter.

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August 26 - Hedge Fund Investor Letters, News

Do You Believe in Intercontinental Exchange’s (ICE) Long-Term Potential for Value Creation?

Third Point Management, a New York-based investment advisor, released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 26 - Hedge Fund Investor Letters, News

What Makes Corpay (CPAY) a Lucrative Investment?

Third Point Management, a New York-based investment advisor, released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 26 - Hedge Fund Investor Letters, News

Does Apple (AAPL) Have Significant Potential From Its AI Opportunity?

Third Point Management, a New York-based investment advisor, released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 26 - Hedge Fund Investor Letters, News

Third Point Management’s Q2 2024 Investor Letter

Third Point Management, a New York-based investment advisor, released its second-quarter 2024 investor letter.

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August 26 - Hedge Fund Investor Letters, News

What Makes Procore Technologies (PCOR) a Prospective Investment?

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

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August 26 - Hedge Fund Investor Letters, News

Establishment Labs Holdings (ESTA) Rebounded in Q2

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

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August 26 - Hedge Fund Investor Letters, News

CareDx (CDNA) Surged Due to Positive Testing Volume Growth

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

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August 26 - Hedge Fund Investor Letters, News

Nova Ltd. (NVMI) Rose on Expectation Over Solid Chip Growth

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

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August 26 - Hedge Fund Investor Letters, News

GitLab (GTLB) Fell Despite Raising Full-Year Revenue And Earnings Guidance

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

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August 26 - Hedge Fund Investor Letters, News

Will SentinelOne (S) be Able to Grow its Revenue by 25%?

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

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August 26 - Hedge Fund Investor Letters, News

Here’s Why Baron Discovery Fund Increased its Holdings in Veracyte (VCYT)

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

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August 26 - Hedge Fund Investor Letters, News

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