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Hedge Fund Investor Letters

PROS Holdings, Inc. (PRO) Slipped on Lower Than Expected Q2 Guidance

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

Digi International (DGII) Fell Despite Earnings Beat

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

Should You be Optimistic on the Growth Prospects of CryoPort (CYRX)?

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

Here’s Why Alpha Teknova (TKNO) Underperformed 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

Organic Growth Clarity Boosted Montrose Environmental Group (MEG)

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

Do You Think Transcat’s (TRNS) Strong Customer Base Supported Sustainable Growth?

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

BioLife Solutions (BLFS) Surpassed Revenue and Earnings-Per-Share Expectations 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

Should You Invest in Universal Technical Institute (UTI)?

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

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August 16 - Hedge Fund Investor Letters, News

Q2 Holdings (QTWO) Posted Robust Bookings in Q2

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

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August 16 - Hedge Fund Investor Letters, News

Conestoga Capital Advisors Sold Mesa Laboratories (MLAB) Due to Inconsistent Performance

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

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August 16 - Hedge Fund Investor Letters, News

What Makes Energy Recovery (ERII) a Worthy Investment?

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

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August 16 - Hedge Fund Investor Letters, News

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

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

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August 16 - Hedge Fund Investor Letters, News

HEICO Corp. (HEI.A) Benefitted from Solid Travel Growth

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

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August 16 - Hedge Fund Investor Letters, News

Should You Hold Fair Isaac Corp. (FICO) for the Long Term?

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

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August 16 - Hedge Fund Investor Letters, News

Here’s Why Tyler Technologies (TYL) Surged in Q2

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

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August 16 - Hedge Fund Investor Letters, News

Here’s Why Guidewire Software (GWRE) Stock Rose Nearly 20%

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

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August 16 - Hedge Fund Investor Letters, News

Here’s Why Pool Corp. (POOL) Declined in Q2

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

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August 16 - Hedge Fund Investor Letters, News

Do You Believe in the Growth Prospects of Repligen Corp. (RGEN)?

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

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August 16 - Hedge Fund Investor Letters, News

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

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

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August 16 - Hedge Fund Investor Letters, News

Altair Engineering’s (ALTR) Strong Results Surpassed Expectations

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

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August 16 - Hedge Fund Investor Letters, News

What Makes Paycor HCM (PYCR) a Worthy investment?

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

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August 16 - Hedge Fund Investor Letters, News

Stevanato Group SpA (STVN) Fell on Disappointing Quarter and Reduced Guidance

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

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August 16 - Hedge Fund Investor Letters, News

Here’s Why Simpson Manufacturing Co. (SSD) Fell in Q2

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

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August 16 - Hedge Fund Investor Letters, News

Merit Medical Systems (MMSI) Exceeded Earnings And Sales Growth

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

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August 16 - Hedge Fund Investor Letters, News

Should You Hold Simulations Plus (SLP)?

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

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August 16 - Hedge Fund Investor Letters, News

Exponent (EXPO) Surged on Guidance Raise

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

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August 16 - Hedge Fund Investor Letters, News

Several Reasons Led Conestoga Capital Advisors to Sell Definitive Healthcare Corp. (DH)

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

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August 16 - Hedge Fund Investor Letters, News

Robust Quarterly Result Lifted LeMaitre Vascular (LMAT) in Q2

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

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August 16 - Hedge Fund Investor Letters, News

Will MSA Safety (MSA) Benefit from New Products and European Margin Improvement?

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

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August 16 - Hedge Fund Investor Letters, News

Should You Consider Investing in Agilysys (AGYS)?

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

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August 16 - Hedge Fund Investor Letters, News

Is SPX Technologies (SPXC) a Durable Business?

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

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August 14 - Hedge Fund Investor Letters, News

SiteOne Landscape Supply (SITE) Slid as Pricing And Margins Fell Short Of Expectations

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

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August 14 - Hedge Fund Investor Letters, News

Here’s Why Trex Company (TREX) Sold Off in Q2

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

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August 14 - Hedge Fund Investor Letters, News

Does UL Solutions (ULS) Have an Attractive Margin and Free Cash Flow?

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

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August 14 - Hedge Fund Investor Letters, News

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

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

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August 14 - Hedge Fund Investor Letters, News

Here’s Silver Beech Capital’s Thesis for Burford Capital (BUR)

Silver Beech Capital, a value-oriented investment management firm, released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 14 - Hedge Fund Investor Letters, News

Silver Beech Capital’s Q2 2024 Investor Letter

Silver Beech Capital, a value-oriented investment management firm, released its second-quarter 2024 investor letter.

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August 14 - Hedge Fund Investor Letters, News

Here’s the Impact of Acquisitions on Research Solutions (RSSS)

Long Cast Advisers, an investment management firm, released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 14 - Hedge Fund Investor Letters, News

Here’s What’s Happening to Matrix Service Company (MTRX)

Long Cast Advisers, an investment management firm, released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 14 - Hedge Fund Investor Letters, News

Long Cast Advisers’ Q2 2024 Investor Letter

Long Cast Advisers, an investment management firm, released its second-quarter 2024 investor letter.

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August 14 - Hedge Fund Investor Letters, News

Should You Hold ServisFirst Bancshares (SFBS)?

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second quarter 2024 investor letter.

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August 14 - Hedge Fund Investor Letters, News

Here’s Why FPA Queens Road Small Cap Value Exited MasTec (MTZ)

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second quarter 2024 investor letter.

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August 14 - Hedge Fund Investor Letters, News

Should You Hold IAC?

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second quarter 2024 investor letter.

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August 14 - Hedge Fund Investor Letters, News

FPA Queens Road Small Cap Value Trimmed Deckers (DECK)

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second quarter 2024 investor letter.

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August 14 - Hedge Fund Investor Letters, News

TD Synnex (SNX) Benefitted From Strong IT Market

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second quarter 2024 investor letter.

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August 14 - Hedge Fund Investor Letters, News

Should You Hold Darling Ingredients (DAR)?

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second quarter 2024 investor letter.

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August 14 - Hedge Fund Investor Letters, News

Should You Add Vishay Intertechnology (VSH)?

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second quarter 2024 investor letter.

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August 14 - Hedge Fund Investor Letters, News

Does Arcadium Lithium (ALTM) Have a Strong Long-Term Outlook?

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second quarter 2024 investor letter.

Keep Reading →

August 14 - Hedge Fund Investor Letters, News

Here’s Why Sprouts Farmers Market (SFM) Outperformed

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second quarter 2024 investor letter.

Keep Reading →

August 14 - Hedge Fund Investor Letters, News

Fabrinet (FN) Trades Consistent With Its Previous Earnings Multiples

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second quarter 2024 investor letter.

Keep Reading →

August 14 - Hedge Fund Investor Letters, News

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