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Hedge Fund Investor Letters

Baron Discovery Fund Cashed Out on Astera Labs (ALAB) Amid AI Hype

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

Repligen Corporation (RGEN) Benefitted From Drug Approval

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 23 - Hedge Fund Investor Letters, News

Should You Believe in the Growth Potential of Exact Sciences Corporation (EXAS)?

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 23 - Hedge Fund Investor Letters, News

Should You Invest in Integer Holdings Corporation (ITGR)?

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 23 - Hedge Fund Investor Letters, News

Here’s Why Silk Road Medical (SILK) was up 47.8% 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 23 - Hedge Fund Investor Letters, News

Here’s Why Couchbase (BASE) Detracted 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 23 - Hedge Fund Investor Letters, News

Should You Establish a Position in Inspire Medical Systems (INSP)?

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 23 - Hedge Fund Investor Letters, News

Strong Organic Growth Boosted Montrose Environmental Group (MEG) 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 23 - Hedge Fund Investor Letters, News

Multiple Factors Pulled Down Stevanato Group S.p.A. (STVN) Shares 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 23 - Hedge Fund Investor Letters, News

Floor & Decor Holdings (FND) Fell Due to a Decline in Housing Turnover

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 23 - Hedge Fund Investor Letters, News

Baron Discovery Fund’s Q2 2024 Investor Letter

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

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August 23 - Hedge Fund Investor Letters, News

AstroNova (ALOT) Declined 20% in Q2

Atai Capital Management, an investment management firm, recently released its second-quarter 2024 investor letter.

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August 23 - Hedge Fund Investor Letters, News

Atai Capital Management’s Q2 2024 Investor Letter

Atai Capital Management, an investment management firm, recently released its second-quarter 2024 investor letter.

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August 23 - Hedge Fund Investor Letters, News

Is International Game Technology (IGT) Stock “Undervalued with a Catalyst”?

Silver Ring Value Partners, an investment management company, released its second-quarter 2024 investor letter. A copy of the same can be downloaded here.

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August 23 - Hedge Fund Investor Letters, News

Silver Ring Value Partners’ Q2 2024 Investor Letter

Silver Ring Value Partners, an investment management company, released its second-quarter 2024 investor letter.

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August 23 - Hedge Fund Investor Letters, News

United Bancorporation Of Alabama Inc (UBAB): Alluvial Capital Management’s Most Successful Bank Investment

Alluvial Capital Management, an investment advisory firm, released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 23 - Hedge Fund Investor Letters, News

Here’s Alluvial Capital Management View on Talen Energy Corporation (TLN)

Alluvial Capital Management, an investment advisory firm, released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 23 - Hedge Fund Investor Letters, News

Should You Hold Seneca Foods Corporation (SENEA)?

Alluvial Capital Management, an investment advisory firm, released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 23 - Hedge Fund Investor Letters, News

Net Lease Office Properties (NLOP) Continued its Performance in Q2

Alluvial Capital Management, an investment advisory firm, released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 23 - Hedge Fund Investor Letters, News

Alluvial Capital Management’s Q2 2024 Investor Letter

Alluvial Capital Management, an investment advisory firm, released its second-quarter 2024 investor letter.

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August 23 - Hedge Fund Investor Letters, News

Is This the Best Time to Add IDEX Corp. (IEX) to Your Portfolio?

Weitz Investment Management, an investment management firm, released its “Partners III Opportunity Fund” second-quarter 2024 investor letter.

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August 23 - Hedge Fund Investor Letters, News

Here’s Why Liberty Broadband Corporation (LBRDA) Detracted

Weitz Investment Management, an investment management firm, released its “Partners III Opportunity Fund” second-quarter 2024 investor letter.

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August 23 - Hedge Fund Investor Letters, News

The Liberty SiriusXM Group (LSXMK) Slid Due to Lackluster Operating Results

Weitz Investment Management, an investment management firm, released its “Partners III Opportunity Fund” second-quarter 2024 investor letter.

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August 22 - Hedge Fund Investor Letters, News

Global Payments (GPN) Gave Back its Q1 Gains

Weitz Investment Management, an investment management firm, released its “Partners III Opportunity Fund” second-quarter 2024 investor letter.

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August 22 - Hedge Fund Investor Letters, News

Will CoStar Group’s (CSGP) Real Estate Portal Drive Future Growth?

Weitz Investment Management, an investment management firm, released its “Partners III Opportunity Fund” second-quarter 2024 investor letter.

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August 22 - Hedge Fund Investor Letters, News

Should You Consider Adding Old Dominion Freight Line (ODFL) to Your Portfolio?

Weitz Investment Management, an investment management firm, released its “Partners III Opportunity Fund” second-quarter 2024 investor letter.

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August 22 - Hedge Fund Investor Letters, News

Should You Be Confident in the Growth Prospects of Aon plc (AON)?

Weitz Investment Management, an investment management firm, released its “Partners III Opportunity Fund” second-quarter 2024 investor letter.

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August 22 - Hedge Fund Investor Letters, News

Weitz Investment Management Partners III Opportunity Fund’s Q2 2024 Investor Letter

Weitz Investment Management, an investment management firm, released its “Partners III Opportunity Fund” second-quarter 2024 investor letter.

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August 22 - Hedge Fund Investor Letters, News

NVIDIA Corporation (NVDA) Surged 255% in 2024

Aoris Investment Management, a specialist international equity manager, released its “Aoris International Fund” Q2 2024 investor letter.

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August 22 - Hedge Fund Investor Letters, News

Core Laboratories (CLB) Rose After Earnings Beat

Ariel Investments, an investment management company, released its “Ariel Small Cap Value Strategy” second-quarter 2024 investor letter.

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August 22 - Hedge Fund Investor Letters, News

Do You Believe in the Growth Prospects of Middleby Corporation (MIDD)?

Ariel Investments, an investment management company, released its “Ariel Small Cap Value Strategy” second-quarter 2024 investor letter.

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August 22 - Hedge Fund Investor Letters, News

Should You Add Paramount Global (PARA) to Your Portfolio?

Ariel Investments, an investment management company, released its “Ariel Small Cap Value Strategy” second-quarter 2024 investor letter.

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August 22 - Hedge Fund Investor Letters, News

Brink’s Company (BCO) Surged on Solid Quarterly Result

Ariel Investments, an investment management company, released its “Ariel Small Cap Value Strategy” second-quarter 2024 investor letter.

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August 22 - Hedge Fund Investor Letters, News

Several Tailwinds Lifted OneSpaWorld Holdings Ltd. (OSW) in Q2

Ariel Investments, an investment management company, released its “Ariel Small Cap Value Strategy” second-quarter 2024 investor letter.

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August 22 - Hedge Fund Investor Letters, News

Ariel Investments Small Cap Value Strategy’s Q2 2024 Investor Letter

Ariel Investments, an investment management company, released its “Ariel Small Cap Value Strategy” second-quarter 2024 investor letter.

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August 22 - Hedge Fund Investor Letters, News

Here’s How Chipotle Mexican Grill (CMG) Performed in the First Half of 2024

Pershing Square Holdings, an investment holding company, released its first half 2024 investor letter. A copy of the same can be downloaded here.

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August 22 - Hedge Fund Investor Letters, News

Is Canadian Pacific Kansas City Limited (CP) Positioned for Double-Digit Earnings Growth?

Pershing Square Holdings, an investment holding company, released its first half 2024 investor letter. A copy of the same can be downloaded here.

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August 22 - Hedge Fund Investor Letters, News

Howard Hughes Holdings (HHH) Exhibited Strong Momentum Through the First Half of 2024

Pershing Square Holdings, an investment holding company, released its first half 2024 investor letter. A copy of the same can be downloaded here.

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August 22 - Hedge Fund Investor Letters, News

Is Restaurant Brands International (QSR) Trading at a Discount to its Peers?

Pershing Square Holdings, an investment holding company, released its first half 2024 investor letter. A copy of the same can be downloaded here.

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August 22 - Hedge Fund Investor Letters, News

Solid Global Demand Boosted Hilton Worldwide Holdings’ (HLT) Performance

Pershing Square Holdings, an investment holding company, released its first half 2024 investor letter. A copy of the same can be downloaded here.

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August 22 - Hedge Fund Investor Letters, News

Here’s Why Alphabet (GOOG) Outperformed in Q2

Pershing Square Holdings, an investment holding company, released its first half 2024 investor letter. A copy of the same can be downloaded here.

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August 22 - Hedge Fund Investor Letters, News

Pershing Square Holdings’ Q2 2024 Investor Letter

Pershing Square Holdings, an investment holding company, released its first half 2024 investor letter.

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August 22 - Hedge Fund Investor Letters, News

Is Datadog (DDOG) an AI Winner?

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

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August 22 - Hedge Fund Investor Letters, News

What Makes Samsara (IOT) a Potential Investment?

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

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August 21 - Hedge Fund Investor Letters, News

Baron Opportunity Fund Reinitiated a Position in Apple (AAPL) in Q2

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

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August 21 - Hedge Fund Investor Letters, News

Here’s Why Baron Opportunity Fund Sold its Stake in Exact Sciences Corp (EXAS)

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

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August 21 - Hedge Fund Investor Letters, News

What Makes Microsoft Corporation (MSFT) a Great Investment?

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

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August 21 - Hedge Fund Investor Letters, News

Strong Earnings Lifted Broadcom (AVGO) Higher in Q2

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

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August 21 - Hedge Fund Investor Letters, News

NVIDIA Corporation (NVDA) Continued its Rally in Q2 Rising 36.9%

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

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August 21 - Hedge Fund Investor Letters, News

Baron Opportunity Fund’s Q2 2024 Investor Letter

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

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August 21 - Hedge Fund Investor Letters, News

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