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Hedge Fund Investor Letters

Here’s Why Rocky Brands (RCKY) Rose in Q2

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

Mama’s Creations (MAMA) is Making Progress in Its New Endeavor

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

Multiple Tailwinds Lifted United States Lime & Minerals (USLM) in Q2

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

Do You Believe in the Growth Prospects of Red Rock Resorts (RRR)?

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

FTAI Aviation Ltd. (FTAI) Surged as It Notched Two Significant Wins in Q2

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

Should You Invest in Thermon Group Holdings (THR)?

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

Does Astrana Health (ASTH) Have a Long Runway for Growth?

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

What Makes Magnolia Oil & Gas Corporation (MGY) a Prospective Investment?

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

Diamond Hill Capital Small Cap Fund’s Q2 2024 Investor Letter

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

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August 8 - Hedge Fund Investor Letters, News

Tencent Music Entertainment Group (TME) Rose on Continued Growth in Profitability

Polen Capital, an investment management company, released its “Polen Global SMID Company Growth” second quarter 2024 investor letter.

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August 8 - Hedge Fund Investor Letters, News

Disappointing Q1 Results Dragged DLocal Limited (DLO)

Polen Capital, an investment management company, released its “Polen Global SMID Company Growth” second quarter 2024 investor letter.

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August 8 - Hedge Fund Investor Letters, News

Polen Global SMID Company Growth Sold Bumble (BMBL) Due to Fly Wheel Violations

Polen Capital, an investment management company, released its “Polen Global SMID Company Growth” second quarter 2024 investor letter.

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August 8 - Hedge Fund Investor Letters, News

Polen Capital Global SMID Company Growth Strategy’s Q2 2024 Investor Letter

Polen Capital, an investment management company, released its “Polen Global SMID Company Growth” second quarter 2024 investor letter.

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August 8 - Hedge Fund Investor Letters, News

Should You Consider Increasing Your Position in Vail Resorts (MTN)?

Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” second quarter 2024 investor letter.

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August 8 - Hedge Fund Investor Letters, News

Here’s Why Artisan Mid Cap Value Fund Sold Jones Lang LaSalle (JLL)

Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” second quarter 2024 investor letter.

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August 8 - Hedge Fund Investor Letters, News

Here’s Why Arch Capital Group Ltd. (ACGL) Surged in Q2

Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” second quarter 2024 investor letter.

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August 7 - Hedge Fund Investor Letters, News

What Makes Genpact Limited (G) a Prospective Investment?

Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” second quarter 2024 investor letter.

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August 7 - Hedge Fund Investor Letters, News

Is Analog Devices (ADI) a Proven Value Compounder?

Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” second quarter 2024 investor letter.

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August 7 - Hedge Fund Investor Letters, News

Mid Cap Value Fund Reduced its Stake in NetApp (NTAP) on Strength

Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” second quarter 2024 investor letter.

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August 7 - Hedge Fund Investor Letters, News

Globe Life (GL) Shares Plummeted Due to Fraud Allegations

Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” second quarter 2024 investor letter.

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August 7 - Hedge Fund Investor Letters, News

Baxter International (BAX) Slipped in Q2 Despite Solid Results and Guidance Raise

Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” second quarter 2024 investor letter.

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August 7 - Hedge Fund Investor Letters, News

Artisan Mid Cap Value Fund Added LKQ Corporation (LKQ) on Dip

Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” second quarter 2024 investor letter.

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August 7 - Hedge Fund Investor Letters, News

Artisan Partners Mid Cap Value Fund’s Q2 2024 Investor Letter

Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” second quarter 2024 investor letter.

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August 7 - Hedge Fund Investor Letters, News

Sphere Entertainment Co. (SPHR) Slipped On Mixed Earnings Results

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

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August 7 - Hedge Fund Investor Letters, News

Leslie’s (LESL) Traded Down Due to Softening Demand

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

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August 7 - Hedge Fund Investor Letters, News

Here’s Why Envista Holdings Corp. (NVST) Fell in Q2

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

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August 7 - Hedge Fund Investor Letters, News

Here’s Why ADT (ADT) Surged in Q2

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

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August 7 - Hedge Fund Investor Letters, News

Several Factors Lifted Royal Caribbean Group (RCL) Higher in Q2

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

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August 7 - Hedge Fund Investor Letters, News

Adtalem Global Education (ATGE) Surges on Solid Quarterly Earnings Beat

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

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August 7 - Hedge Fund Investor Letters, News

Ariel Fund’s Q2 2024 Investor Letter

Ariel Investments, an investment management company, released its “Ariel Fund” second-quarter 2024 investor letter.

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August 7 - Hedge Fund Investor Letters, News

Churchill Downs Incorporated (CHDN) Rose After Beating Earnings Expectations

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

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August 7 - Hedge Fund Investor Letters, News

Should You Consider Adding Tempur Sealy International (TPX) to Your Portfolio?

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

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August 7 - Hedge Fund Investor Letters, News

Here’s Why Lamb Weston Holdings (LW) Underperformed in Q2

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

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August 7 - Hedge Fund Investor Letters, News

Here’s Why AerCap Holdings N.V. (AER) Soared in Q2

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

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August 7 - Hedge Fund Investor Letters, News

Reasons For the Outperformance of Amphenol Corporation (APH)

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

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August 7 - Hedge Fund Investor Letters, News

Should You Hold Bruker Corporation (BRKR) for the Long Term?

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

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August 7 - Hedge Fund Investor Letters, News

Here’s Why Pool Corporation (POOL) Shares Performed Poorly in Q2

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

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August 6 - Hedge Fund Investor Letters, News

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

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

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August 6 - Hedge Fund Investor Letters, News

Vox Royalty (VOXR) Surged 35.86% in the Last Six Months

Ace River Capital, an investment management company, released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 6 - Hedge Fund Investor Letters, News

Is MarineMax (HZO) an Undervalued Stock?

Ace River Capital, an investment management company, released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 6 - Hedge Fund Investor Letters, News

Ace River Capital’s Top Position: RCI Hospitality (RICK)

Ace River Capital, an investment management company, released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 6 - Hedge Fund Investor Letters, News

Ace River Capital’s Q2 2024 Investor Letter

Ace River Capital, an investment management company, released its second-quarter 2024 investor letter.

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August 6 - Hedge Fund Investor Letters, News

Should You Invest in Loar Holdings (LOAR)?

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

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August 6 - Hedge Fund Investor Letters, News

What Makes Ibotta (IBTA) an Attractive Investment?

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

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August 6 - Hedge Fund Investor Letters, News

Is SiteOne Landscape Supply (SITE) an Undervalued Stock Now?

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

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August 6 - Hedge Fund Investor Letters, News

Installed Building Products (IBP) Slipped Due to Investor Concerns

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

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August 6 - Hedge Fund Investor Letters, News

Should You Hold The Baldwin Insurance Group (BWIN) for the Long Term?

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

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August 6 - Hedge Fund Investor Letters, News

Is Vertiv Holdings Co (VRT) Positioned to Benefit From AI-Driven Growth In Data Center Spend?

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

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August 6 - Hedge Fund Investor Letters, News

Here are Several Tailwinds for Guidewire Software (GWRE)

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

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August 6 - Hedge Fund Investor Letters, News

Does Kinsale Capital Group (KNSL) Have a Long Runway for Growth?

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

Keep Reading →

August 6 - Hedge Fund Investor Letters, News

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