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Hedge Fund Investor Letters

Is MSCI (MSCI) a Resilient Business?

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

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August 21 - Hedge Fund Investor Letters, News

Will Visa (V) be Able to Continue Profitable Growth?

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

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August 21 - Hedge Fund Investor Letters, News

Aoris International Fund Sold LVMH Moët Hennessy – Louis Vuitton, Société Européenne (LVMUY) in Q2. Here’s Why

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

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August 21 - Hedge Fund Investor Letters, News

Will CDW Corporation (CDW) Gain Market Share?

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

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August 21 - Hedge Fund Investor Letters, News

Accenture plc (ACN) Fell 14% in Q2

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

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August 21 - Hedge Fund Investor Letters, News

Aoris Investment Management’s Q2 2024 Investor Letter

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

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August 21 - Hedge Fund Investor Letters, News

Kura Sushi USA (KRUS) Traded Down Due to Negative Market Sentiment

Fred Alger Management, an investment management company, released its “Alger Small Cap Growth Fund” second quarter 2024 investor letter.

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August 21 - Hedge Fund Investor Letters, News

Several Headwinds Dragged Cabaletta Bio (CABA) in Q2

Fred Alger Management, an investment management company, released its “Alger Small Cap Growth Fund” second quarter 2024 investor letter.

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August 21 - Hedge Fund Investor Letters, News

Celsius Holdings (CELH) Declined as Revenues Fell Short of Estimates

Fred Alger Management, an investment management company, released its “Alger Small Cap Growth Fund” second quarter 2024 investor letter.

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August 21 - Hedge Fund Investor Letters, News

Wingstop (WING) Surged After Strong Quarterly Results

Fred Alger Management, an investment management company, released its “Alger Small Cap Growth Fund” second quarter 2024 investor letter.

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August 21 - Hedge Fund Investor Letters, News

Here’s Why HEICO Corporation (HEI) Surged in Q2

Fred Alger Management, an investment management company, released its “Alger Small Cap Growth Fund” second quarter 2024 investor letter.

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August 21 - Hedge Fund Investor Letters, News

Rebound In Bank Spending Boosted Q2 Holdings (QTWO)

Fred Alger Management, an investment management company, released its “Alger Small Cap Growth Fund” second quarter 2024 investor letter.

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August 21 - Hedge Fund Investor Letters, News

Alger Small Cap Growth Fund’s Q2 2024 Investor Letter

Fred Alger Management, an investment management company, released its “Alger Small Cap Growth Fund” second quarter 2024 investor letter. U.S.

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August 21 - Hedge Fund Investor Letters, News

Here’s Why Alnylam Pharmaceuticals (ALNY) Surged in Q2

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

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August 21 - Hedge Fund Investor Letters, News

Increase in Demand Lifted GE Vernova (GEV) in Q2

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

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August 20 - Hedge Fund Investor Letters, News

DoorDash (DASH) Lagged as Guidance Fell Short of Expectations

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

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August 20 - Hedge Fund Investor Letters, News

CrowdStrike Holdings (CRWD) Reported Strong Earnings in Q2

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

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August 20 - Hedge Fund Investor Letters, News

Celsius Holdings (CELH) Lagged Due to Market Slow Down

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

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August 20 - Hedge Fund Investor Letters, News

Will Ulta Beauty (ULTA) Lose Market Share?

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

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August 20 - Hedge Fund Investor Letters, News

Should You Hold DexCom (DXCM)?

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

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August 20 - Hedge Fund Investor Letters, News

What Makes Monolithic Power Systems (MPWR) a Strong Investment?

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

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August 20 - Hedge Fund Investor Letters, News

Five Below (FIVE) Slid on Missed Expectations and Lowered Guidance

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

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August 20 - Hedge Fund Investor Letters, News

Should You be Confident in Tyler Technologies (TYL)?

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

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August 20 - Hedge Fund Investor Letters, News

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

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

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August 20 - Hedge Fund Investor Letters, News

Here’s Why ConocoPhillips (COP) Traded Down in Q2

Invesco Distributors, Inc., an investment management firm, released its “Invesco Growth and Income Fund” second quarter 2024 investor letter.

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August 20 - Hedge Fund Investor Letters, News

Weaker Earnings Report Dragged CVS Health Corporation (CVS)

Invesco Distributors, Inc., an investment management firm, released its “Invesco Growth and Income Fund” second quarter 2024 investor letter.

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August 20 - Hedge Fund Investor Letters, News

Intel Corporation (INTC) Fell After Reduced Earnings and Revenue Guidance

Invesco Distributors, Inc., an investment management firm, released its “Invesco Growth and Income Fund” second quarter 2024 investor letter.

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August 20 - Hedge Fund Investor Letters, News

Should You Invest in Fidelity National Information Services (FIS)?

Invesco Distributors, Inc., an investment management firm, released its “Invesco Growth and Income Fund” second quarter 2024 investor letter.

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August 20 - Hedge Fund Investor Letters, News

Here’s Why The Walt Disney Company (DIS) Declined in Q2

Invesco Distributors, Inc., an investment management firm, released its “Invesco Growth and Income Fund” second quarter 2024 investor letter.

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August 20 - Hedge Fund Investor Letters, News

What Makes Microchip Technology Incorporated (MCHP) an Investment Bet?

Invesco Distributors, Inc., an investment management firm, released its “Invesco Growth and Income Fund” second quarter 2024 investor letter.

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August 20 - Hedge Fund Investor Letters, News

Here’s Why Oracle Corporation (ORCL) Rose in Q2

Invesco Distributors, Inc., an investment management firm, released its “Invesco Growth and Income Fund” second quarter 2024 investor letter.

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August 20 - Hedge Fund Investor Letters, News

Is UnitedHealth Group Incorporated (UNH) a High-Quality Compounder?

Invesco Distributors, Inc., an investment management firm, released its “Invesco Growth and Income Fund” second quarter 2024 investor letter.

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August 20 - Hedge Fund Investor Letters, News

Invesco Growth and Income Fund’s Q2 2024 Investor Letter

Invesco Distributors, Inc., an investment management firm, released its “Invesco Growth and Income Fund” second quarter 2024 investor letter.

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August 20 - Hedge Fund Investor Letters, News

Lam Research Corporation (LRCX) Rose On Optimism Around Semiconductor Capital Spending

Artisan Partners, an investment management company, released its “Artisan Select Equity Fund” second quarter 2024 investor letter.

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August 20 - Hedge Fund Investor Letters, News

Alphabet (GOOG) Rose 21% in Q2

Artisan Partners, an investment management company, released its “Artisan Select Equity Fund” second quarter 2024 investor letter.

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August 20 - Hedge Fund Investor Letters, News

Here’s Artisan Select Equity Fund Views on Index’s NVIDIA Corporation (NVDA) Exposure

Artisan Partners, an investment management company, released its “Artisan Select Equity Fund” second quarter 2024 investor letter.

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August 20 - Hedge Fund Investor Letters, News

Henry Schein (HSIC) Slid on Weak Traffic Trends in the Market

Artisan Partners, an investment management company, released its “Artisan Select Equity Fund” second quarter 2024 investor letter.

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August 19 - Hedge Fund Investor Letters, News

Elevance Health (ELV) Delivered Good Profit Growth in 2024

Artisan Partners, an investment management company, released its “Artisan Select Equity Fund” second quarter 2024 investor letter.

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August 19 - Hedge Fund Investor Letters, News

Harley-Davidson (HOG) Cooled Down in Q2 After a Strong Run

Artisan Partners, an investment management company, released its “Artisan Select Equity Fund” second quarter 2024 investor letter.

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August 19 - Hedge Fund Investor Letters, News

Decreased Full Year Outlook Dragged Expedia Group (EXPE)

Artisan Partners, an investment management company, released its “Artisan Select Equity Fund” second quarter 2024 investor letter.

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August 19 - Hedge Fund Investor Letters, News

What Makes Aon plc (AON) a Great Investment Choice?

Artisan Partners, an investment management company, released its “Artisan Select Equity Fund” second quarter 2024 investor letter.

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August 19 - Hedge Fund Investor Letters, News

Artisan Partners Select Equity Fund’s Q2 2024 Investor Letter

Artisan Partners, an investment management company, released its “Artisan Select Equity Fund” second quarter 2024 investor letter.

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August 19 - Hedge Fund Investor Letters, News

Does Veeva Systems (VEEV) Have Attractive Long-Term Outlook?

Conestoga Capital Advisors, an asset 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 19 - Hedge Fund Investor Letters, News

Should You Hold West Pharmaceutical Services (WST) for the Long Term?

Conestoga Capital Advisors, an asset 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 19 - Hedge Fund Investor Letters, News

Here’s Why Conestoga Capital Advisors Sold Lightspeed Commerce (LSPD)

Conestoga Capital Advisors, an asset management company, released its “Mid-Cap Strategy” second-quarter 2024 investor letter.

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August 19 - Hedge Fund Investor Letters, News

A String Of Strong Results Lifted Rollins (ROL) Higher

Conestoga Capital Advisors, an asset 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 19 - Hedge Fund Investor Letters, News

CoStar Group (CSGP) Slid on Challenging Market and Elevated Expenses

Conestoga Capital Advisors, an asset 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 19 - Hedge Fund Investor Letters, News

Verisk Analytics (VRSK) Benefited from Positive Industry Momentum

Conestoga Capital Advisors, an asset 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 19 - Hedge Fund Investor Letters, News

Conestoga Capital Advisors Mid Cap Strategy’s Q2 2024 Investor Letter

Conestoga Capital Advisors, an asset management company, released its “Mid-Cap Strategy” second-quarter 2024 investor letter.

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August 19 - Hedge Fund Investor Letters, News

Here’s Why SoundThinking (SSTI) Fell in Q2

Conestoga Capital Advisors, an asset management company, released its “Micro-Cap Strategy” second-quarter 2024 investor letter.

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August 19 - Hedge Fund Investor Letters, News

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