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Hedge Fund Investor Letters

FPA Queens Road Small Cap Value Fund’s Q2 2024 Investor Letter

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

CoStar Group (CSGP) Declined With Broader Market

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

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August 13 - Hedge Fund Investor Letters, News

Does Tesla (TSLA) Have Attractive Growth Opportunities Ahead?

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

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August 13 - Hedge Fund Investor Letters, News

Disappointing Ski Season Impacted Vail Resorts (MTN) in Q2

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

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August 13 - Hedge Fund Investor Letters, News

Arch Capital Group Ltd. (ACGL) Rose after Beating Street Expectations

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

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August 13 - Hedge Fund Investor Letters, News

Here’s Why IDEXX Laboratories (IDXX) Detracted in Q2

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

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August 13 - Hedge Fund Investor Letters, News

Baron Partners Fund’s Q2 2024 Investor Letter

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

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August 13 - Hedge Fund Investor Letters, News

Expectations of Improved M&A Activity Lifted Houlihan Lokey (HLI)

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

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August 13 - Hedge Fund Investor Letters, News

Apollo Global Management (APO) is Benefitting from Disruptive Trends In Financial Services

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

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August 13 - Hedge Fund Investor Letters, News

GE Healthcare Technologies (GEHC) Is Benefitting From The AI Algorithm

Cooper Investors, an investment management firm, released its “Cooper Investors Global Equities Fund” second quarter 2024 investor letter.

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August 13 - Hedge Fund Investor Letters, News

Should You Hold Rentokil Initial Plc (RTO)?

Cooper Investors, an investment management firm, released its “Cooper Investors Global Equities Fund” second quarter 2024 investor letter.

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August 13 - Hedge Fund Investor Letters, News

Can Alphabet (GOOG) Increase Value Through AI-Augmented Search?

Cooper Investors, an investment management firm, released its “Cooper Investors Global Equities Fund” second quarter 2024 investor letter.

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August 13 - Hedge Fund Investor Letters, News

Does Taiwan Semiconductor Manufacturing Company Limited (TSM) Have the Potential to Improve Profitability?

Cooper Investors, an investment management firm, released its “Cooper Investors Global Equities Fund” second quarter 2024 investor letter.

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August 13 - Hedge Fund Investor Letters, News

Here’s Cooper Investors’ Views on Louisiana-Pacific Corporation (LPX)

Cooper Investors, an investment management firm, released its “Cooper Investors Global Equities Fund” second quarter 2024 investor letter.

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August 13 - Hedge Fund Investor Letters, News

Cooper Investors Sold Aon plc (AON) in Q2

Cooper Investors, an investment management firm, released its “Cooper Investors Global Equities Fund” second quarter 2024 investor letter.

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August 13 - Hedge Fund Investor Letters, News

Cooper Investors Global Equities Fund’s Q2 2024 Investor Letter

Cooper Investors, an investment management firm, released its “Cooper Investors Global Equities Fund” second quarter 2024 investor letter.

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August 13 - Hedge Fund Investor Letters, News

Interactive Brokers Group (IBKR) Rose on Solid Execution

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

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August 13 - Hedge Fund Investor Letters, News

What Makes KKR & Co. (KKR) a Good Investment?

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

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August 13 - Hedge Fund Investor Letters, News

Will AI Improve the Business of FactSet Research Systems (FDS)?

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

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August 13 - Hedge Fund Investor Letters, News

Here’s Baron FinTech Fund’s Take on BlackRock (BLK)

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

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August 13 - Hedge Fund Investor Letters, News

Will Intuit (INTU) Benefit from its AI Initiative?

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

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August 13 - Hedge Fund Investor Letters, News

Baron FinTech Fund Reduced Globant S.A. (GLOB) due to Weak Demand

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

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August 13 - Hedge Fund Investor Letters, News

Here’s Why Baron FinTech Fund Trimmed Accenture plc (ACN)

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

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August 12 - Hedge Fund Investor Letters, News

Is Global Payments (GPN) an Undervalued Stock?

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

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August 12 - Hedge Fund Investor Letters, News

Block (SQ)Declined Despite Strong Results

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

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August 12 - Hedge Fund Investor Letters, News

Should You Hold Verisk Analytics (VRSK)?

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

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August 12 - Hedge Fund Investor Letters, News

Fair Isaac Corporation (FICO) Surged on Solid Quarterly Results and Improved Guidance

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August 12 - Hedge Fund Investor Letters, News

Baron FinTech Fund’s Q2 2024 Investor Letter

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

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August 12 - Hedge Fund Investor Letters, News

Should You Consider Adding Bruker Corporation (BRKR)?

The London Company, an investment management company, released “The London Company SMID Cap Strategy” second quarter 2024 investor letter. A copy of the same can be downloaded...

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August 12 - Hedge Fund Investor Letters, News

The London Company SMID Cap Strategy Exited Endava plc (DAVA) after the Acquisition Announcement

The London Company, an investment management company, released “The London Company SMID Cap Strategy” second quarter 2024 investor letter. A copy of the same can be downloaded...

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August 12 - Hedge Fund Investor Letters, News

NewMarket Corporation (NEU) Fell Due to Decreasing Revenue

The London Company, an investment management company, released “The London Company SMID Cap Strategy” second quarter 2024 investor letter. A copy of the same can be downloaded...

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August 12 - Hedge Fund Investor Letters, News

Should You Invest in Qualys (QLYS)?

The London Company, an investment management company, released “The London Company SMID Cap Strategy” second quarter 2024 investor letter. A copy of the same can be downloaded...

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August 12 - Hedge Fund Investor Letters, News

The London Company SMID Cap Strategy Trimmed Trex Company (TREX) on Valuation Concerns

The London Company, an investment management company, released “The London Company SMID Cap Strategy” second quarter 2024 investor letter. A copy of the same can be downloaded...

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August 12 - Hedge Fund Investor Letters, News

The London Company SMID Cap Strategy’s Q2 2024 Investor Letter

The London Company, an investment management company, released “The London Company SMID Cap Strategy” second quarter 2024 investor letter.

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August 12 - Hedge Fund Investor Letters, News

Should You Hold Tempur Sealy International (TPX)?

The London Company, an investment management company, released “The London Company Small Cap Strategy” second quarter 2024 investor letter.

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August 12 - Hedge Fund Investor Letters, News

Enovis Corporation (ENOV) Fell Due to Slower Than Expected Growth

The London Company, an investment management company, released “The London Company Small Cap Strategy” second quarter 2024 investor letter.

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August 12 - Hedge Fund Investor Letters, News

Here’s Why Certara (CERT) Stock Underperformed in Q2

The London Company, an investment management company, released “The London Company Small Cap Strategy” second quarter 2024 investor letter.

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August 12 - Hedge Fund Investor Letters, News

Here’s What Led to Murphy USA’s (MUSA) Outperformance in Q2

The London Company, an investment management company, released “The London Company Small Cap Strategy” second quarter 2024 investor letter.

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August 12 - Hedge Fund Investor Letters, News

Matson (MATX) Surged on Rising Shipping Rates and Better Market Conditions

The London Company, an investment management company, released “The London Company Small Cap Strategy” second quarter 2024 investor letter.

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August 12 - Hedge Fund Investor Letters, News

Will ACI Worldwide (ACIW) Achieve High Organic Growth Levels?

The London Company, an investment management company, released “The London Company Small Cap Strategy” second quarter 2024 investor letter.

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August 12 - Hedge Fund Investor Letters, News

Should You Invest in Gates Industrial Corporation plc (GTES)?

The London Company, an investment management company, released “The London Company Small Cap Strategy” second quarter 2024 investor letter.

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August 12 - Hedge Fund Investor Letters, News

Should You Consider Adding DoubleVerify Holdings (DV) to Your Portfolio?

The London Company, an investment management company, released “The London Company Small Cap Strategy” second quarter 2024 investor letter.

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August 12 - Hedge Fund Investor Letters, News

The London Company Small Cap Strategy’s Q2 2024 Investor Letter

The London Company, an investment management company, released “The London Company Small Cap Strategy” second quarter 2024 investor letter.

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August 12 - Hedge Fund Investor Letters, News

Warren Buffett and Hedge Funds Are Crazy About These 10 Stocks

Warren Buffett will go down in history as one of the most successful investors on Wall Street, a feat achieved through integrity, wisdom and wit.

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August 10 - Hedge Fund Investor Letters, Hedge Funds, News

Here’s Why You Should Invest in Prologis (PLD)

Third Avenue Management, an investment management company based in New York City, released its “Third Avenue Real Estate Value Fund” second quarter 2024 investor letter.

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August 8 - Hedge Fund Investor Letters, News

Is Wesco (WCC) a Key Bet in Power Grid Investments?

Third Avenue Management, an investment management company based in New York City, released its “Third Avenue Real Estate Value Fund” second quarter 2024 investor letter.

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August 8 - Hedge Fund Investor Letters, News

Third Avenue Management Real Estate Value Fund’s Q2 2024 Investor Letter

Third Avenue Management, an investment management company based in New York City, released its “Third Avenue Real Estate Value Fund” second quarter 2024 investor letter.

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August 8 - Hedge Fund Investor Letters, News

Should You Hold Allient (ALNT)?

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

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August 8 - Hedge Fund Investor Letters, News

Live Oak Bancshares (LOB) Traded Lower Due to Higher-For-Longer Interest-Rate Environment

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

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August 8 - Hedge Fund Investor Letters, News

Taseko Mines Limited (TGB) Rose on Increase in Copper Demand

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

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August 8 - Hedge Fund Investor Letters, News

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