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Hedge Fund Investor Letters

Baron Small Cap Fund’s Q2 2024 Investor Letter

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

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August 6 - Hedge Fund Investor Letters, News

Here’s Why Alphabet (GOOG) Rose in Q2

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

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August 5 - Hedge Fund Investor Letters, News

Should You Hold Air Products and Chemicals (APD)?

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

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August 5 - Hedge Fund Investor Letters, News

Old Dominion Freight Line (ODFL) Fell Despite Solid Results

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

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August 5 - Hedge Fund Investor Letters, News

Here’s Why Texas Instruments Incorporated (TXN) Rallied in Q2

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

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August 5 - Hedge Fund Investor Letters, News

Norfolk Southern Corporation (NSC) Fell on Weaker Results

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

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August 5 - Hedge Fund Investor Letters, News

Should You Sell Albemarle Corporation (ALB)?

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

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August 5 - Hedge Fund Investor Letters, News

What Makes TE Connectivity Ltd. (TEL) an Investment Bet?

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

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August 5 - Hedge Fund Investor Letters, News

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

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

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August 5 - Hedge Fund Investor Letters, News

Here’s Why Giverny Capital Asset Management Sold Coherent Corp. (COHR)

Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2024 investor letter.

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August 5 - Hedge Fund Investor Letters, News

High Rates and Supply Woes Dragged CarMax (KMX) in Q2

Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2024 investor letter.

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August 5 - Hedge Fund Investor Letters, News

Here’s What Happened With Five Below (FIVE)

Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2024 investor letter.

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August 5 - Hedge Fund Investor Letters, News

Giverny Capital Asset Management’s Q2 2024 Investor Letter

Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2024 investor letter.

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August 5 - Hedge Fund Investor Letters, News

Here’s LVS Advisory’s Investment Thesis for Talen Energy Corporation (TLN)

LVS Advisory, a New York City-based full-service investment firm, recently released its second-quarter 2024 investor letter.  A copy of the same can be downloaded here.

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August 5 - Hedge Fund Investor Letters, News

LVS Advisory’s Q2 2024 Investor Letter

LVS Advisory, a New York City-based full-service investment firm, recently released its second-quarter 2024 investor letter.  The LVS Event-Driven portfolio was flat in the first...

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August 5 - Hedge Fund Investor Letters, News

Here’s Why Robert Half (RHI) Slid in Q2

Alluvium Asset Management, an asset management company, released its “Conventum - Alluvium Global Fund” second-quarter 2024 investor letter.

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August 5 - Hedge Fund Investor Letters, News

Conventum – Alluvium Global Fund Reduced its Stake in Group 1 Automotive (GPI)

Alluvium Asset Management, an asset management company, released its “Conventum - Alluvium Global Fund” second-quarter 2024 investor letter.

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August 5 - Hedge Fund Investor Letters, News

Is Capri Holdings Limited (CPRI) a Misjudged Stock by Conventum – Alluvium Global Fund?

Alluvium Asset Management, an asset management company, released its “Conventum - Alluvium Global Fund” second-quarter 2024 investor letter.

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August 5 - Hedge Fund Investor Letters, News

Is AutoNation (AN) an Attractive Stock?

Alluvium Asset Management, an asset management company, released its “Conventum - Alluvium Global Fund” second-quarter 2024 investor letter.

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August 5 - Hedge Fund Investor Letters, News

Should You Increase Your Holdings in Liberty Broadband Corporation (LBRDA)?

Alluvium Asset Management, an asset management company, released its “Conventum - Alluvium Global Fund” second-quarter 2024 investor letter.

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August 5 - Hedge Fund Investor Letters, News

H&R Block (HRB) was Up 11.1% in Q2

Alluvium Asset Management, an asset management company, released its “Conventum - Alluvium Global Fund” second-quarter 2024 investor letter.

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August 5 - Hedge Fund Investor Letters, News

Agnico Eagle Mines Limited (AEM) Rose on Strong Earnings and Restated Guidance

Alluvium Asset Management, an asset management company, released its “Conventum - Alluvium Global Fund” second-quarter 2024 investor letter.

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August 5 - Hedge Fund Investor Letters, News

Ryanair Holdings plc (RYAAY) Slipped Despite Solid Earnings

Alluvium Asset Management, an asset management company, released its “Conventum - Alluvium Global Fund” second-quarter 2024 investor letter.

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August 2 - Hedge Fund Investor Letters, News

Solid Quarterly Results Lifted Alphabet (GOOG) Higher

Alluvium Asset Management, an asset management company, released its “Conventum - Alluvium Global Fund” second-quarter 2024 investor letter.

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August 2 - Hedge Fund Investor Letters, News

THOR Industries (THO) Fell on Downgraded Guidance

Alluvium Asset Management, an asset management company, released its “Conventum - Alluvium Global Fund” second-quarter 2024 investor letter.

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August 2 - Hedge Fund Investor Letters, News

Should You Hold McKesson Corporation (MCK) for the Long Term?

Alluvium Asset Management, an asset management company, released its “Conventum - Alluvium Global Fund” second-quarter 2024 investor letter.

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August 2 - Hedge Fund Investor Letters, News

Conventum – Alluvium Global Fund’s Q2 2024 Investor Letter

Alluvium Asset Management, an asset management company, released its “Conventum - Alluvium Global Fund” second-quarter 2024 investor letter.

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August 2 - Hedge Fund Investor Letters, News

Should You Invest in Tenet Healthcare Corporation (THC)?

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

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August 2 - Hedge Fund Investor Letters, News

What Makes Tempus AI (TEM) an Attractive Investment?

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

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August 2 - Hedge Fund Investor Letters, News

Intuitive Surgical (ISRG) Surged on Excitement Over its New Robotic System

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

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August 2 - Hedge Fund Investor Letters, News

McKesson Corporation (MCK) Soared as Earning Guidance Surpassed Expectations

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

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August 2 - Hedge Fund Investor Letters, News

Here’s Why AstraZeneca PLC (AZN) Increased in Q2

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

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August 2 - Hedge Fund Investor Letters, News

Should You Be Bullish on Glaukos Corporation (GKOS)?

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

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August 2 - Hedge Fund Investor Letters, News

Viking Therapeutics (VKTX) Cooled Down After Strong Q1

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

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August 2 - Hedge Fund Investor Letters, News

What Makes HCA Healthcare (HCA) a Worthy Investment?

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

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August 2 - Hedge Fund Investor Letters, News

Will Elevance Health (ELV) Benefit from its Growing Health Care Services Business?

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

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August 2 - Hedge Fund Investor Letters, News

Does DexCom (DXCM) Have a Long Runway For Growth?

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

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August 2 - Hedge Fund Investor Letters, News

Do You Believe in the Long Term Positive Outlook for UnitedHealth Group Incorporated (UNH)?

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

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August 2 - Hedge Fund Investor Letters, News

Here’s Why Arcellx (ACLX) Slipped in Q2

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

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August 2 - Hedge Fund Investor Letters, News

Should You Maintain Your Conviction in Rocket Pharmaceuticals (RCKT)?

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

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August 2 - Hedge Fund Investor Letters, News

Continuous Enthusiasm for Diabetes And Obesity Drugs Lifted Eli Lilly and Company (LLY) Higher

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

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August 2 - Hedge Fund Investor Letters, News

What Makes Boston Scientific Corporation (BSX) a Compelling Investment?

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

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August 2 - Hedge Fund Investor Letters, News

Baron Health Care Fund’s Q2 2024 Investor Letter

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

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August 2 - Hedge Fund Investor Letters, News

Is Dycom Industries (DY) Poised to Capitalize on Tailwinds?

SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” second quarter 2024 investor letter.

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August 1 - Hedge Fund Investor Letters, News

Do You Believe in the Growth Prospects of Boot Barn Holdings (BOOT)?

SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” second quarter 2024 investor letter.

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August 1 - Hedge Fund Investor Letters, News

Should You Be Confident in U.S. Physical Therapy (USPH)?

SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” second quarter 2024 investor letter.

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August 1 - Hedge Fund Investor Letters, News

Here’s Why Darling Ingredients (DAR) Declined in Q2

SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” second quarter 2024 investor letter.

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August 1 - Hedge Fund Investor Letters, News

SouthernSun Small Cap Strategy’s Q2 2024 Investor Letter

SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” second quarter 2024 investor letter.

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August 1 - Hedge Fund Investor Letters, News

H&E Equipment Services (HEES) was Down 23% in Q2

Choice Equities Capital Management, a hedge fund manager, recently released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 1 - Hedge Fund Investor Letters, News

Should You be Optimistic on the Positive Developments in Par Technology Corporation (PAR)?

Choice Equities Capital Management, a hedge fund manager, recently released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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August 1 - Hedge Fund Investor Letters, News

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