Should You Hold Orion Engineered Carbons, SA (OEC)?
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.
Hedge Fund Investor Letters
Will Magnite (MGNI) be a Winner in the CTV Segment?
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.
Choice Equities Capital Management’s Q2 2024 Investor Letter
Choice Equities Capital Management, a hedge fund manager, recently released its second-quarter 2024 investor letter.
Polen U.S. Small Company Growth Strategy Sold Helen of Troy Limited (HELE) Due to Lackluster Growth Prospects
Polen Capital, an investment management company, released its “Polen U.S.
Polen U.S. Small Company Growth Strategy Exited XPEL (XPEL) Amid Competition
Polen Capital, an investment management company, released its “Polen U.S.
Here are the Reasons to Invest in Applied Industrial Technologies (AIT)
Polen Capital, an investment management company, released its “Polen U.S.
What Makes Construction Partners (ROAD) a Compelling Investment?
Polen Capital, an investment management company, released its “Polen U.S.
Should You Hold Revolve Group (RVLV) for the Long Term?
Polen Capital, an investment management company, released its “Polen U.S.
Is Installed Building Products (IBP) a Prudent Capital Allocator?
Polen Capital, an investment management company, released its “Polen U.S.
Should You Believe in the Growth Potential of Option Care Health (OPCH)?
Polen Capital, an investment management company, released its “Polen U.S.
Here’s Why Alight (ALIT) Slipped in Q2
Polen Capital, an investment management company, released its “Polen U.S.
Hamilton Lane Incorporated (HLNE) Continued its Growth in Q2
Polen Capital, an investment management company, released its “Polen U.S.
Here’s Why Super Micro Computer (SMCI) Became the Relative Contributor of Polen U.S. Small Company Growth Strategy
Polen Capital, an investment management company, released its “Polen U.S.
Polen Capital U.S. Small Company Growth Strategy’s Q2 2024 Investor Letter
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” second-quarter 2024 investor letter.
What Makes UnitedHealth Group Incorporated (UNH) a Prospective Bet?
Andvari Associates, an investment management firm, released its second quarter 2024 investor letter, a copy of which can be downloaded here.
Andvari Sold One of its Longest Holdings Mesa Laboratories (MLAB) in Q2
Andvari Associates, an investment management firm, released its second quarter 2024 investor letter, a copy of which can be downloaded here.
Is Philip Morris International (PM) Stronger Than What the Market Thinks?
Andvari Associates, an investment management firm, released its second quarter 2024 investor letter, a copy of which can be downloaded here.
Is Pool Corporation (POOL) a Slow and Steady Growth Stock?
Andvari Associates, an investment management firm, released its second quarter 2024 investor letter, a copy of which can be downloaded here.
Should You Invest in O’Reilly Automotive (ORLY)?
Andvari Associates, an investment management firm, released its second quarter 2024 investor letter, a copy of which can be downloaded here.
Several Reasons to Invest in Mettler-Toledo International (MTD)
Andvari Associates, an investment management firm, released its second quarter 2024 investor letter, a copy of which can be downloaded here.
Is Zoetis (ZTS) a Cash Generative Stock?
Andvari Associates, an investment management firm, released its second quarter 2024 investor letter, a copy of which can be downloaded here.
Is Arthur J. Gallagher & Co. (AJG) a Resilient Stock?
Andvari Associates, an investment management firm, released its second quarter 2024 investor letter, a copy of which can be downloaded here.
Andvari Associates’ Q2 2024 Investor Letter
Andvari Associates, an investment management firm, released its second-quarter 2024 investor letter.
Here’s Why PotlatchDeltic Corporation (PCH) Declined in Q2
Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” second-quarter 2024 investor letter.
The Top Detractor of Longleaf Small-Cap Fund: Anywhere Real Estate (HOUS)
Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” second-quarter 2024 investor letter.
Here’s Why Eastman Kodak Company (KODK) Surged in Q2
Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” second-quarter 2024 investor letter.
Oscar Health (OSCR) Reported Robust Q1 Results
Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” second-quarter 2024 investor letter.
Longleaf Partners Small-Cap Fund’s Q2 2024 Investor Letter
Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” second-quarter 2024 investor letter.
International Paper Company (IP) Rose After Acquisition News
Diamond Hill Capital, an investment management company, released its “Select Strategy” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Mr. Cooper Group (COOP) is Benefitting from Higher Interest Rate Environment
Diamond Hill Capital, an investment management company, released its “Select Strategy” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Regal Rexnord (RRX) Slid on Marco Economic Concerns
Diamond Hill Capital, an investment management company, released its “Select Strategy” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Does Enovis Corporation (ENOV) Face Short-Term Headwinds?
Diamond Hill Capital, an investment management company, released its “Select Strategy” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Does Texas Instruments Incorporated (TXN) Have a Strong Outlook?
Diamond Hill Capital, an investment management company, released its “Select Strategy” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Coherent Corp. (COHR) is Rising Due to AI-Related Transceiver Sales
Diamond Hill Capital, an investment management company, released its “Select Strategy” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Amazon.com (AMZN) Rose on Growing Optimism
Diamond Hill Capital, an investment management company, released its “Select Strategy” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why CarMax (KMX) Slipped in Q2
Diamond Hill Capital, an investment management company, released its “Select Strategy” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Diversified Business and Strong Fundamentals Make Abbott Laboratories (ABT) Attractive
Diamond Hill Capital, an investment management company, released its “Select Strategy” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Should You Consider Adding Starbucks Corporation (SBUX) to Your Portfolio?
Diamond Hill Capital, an investment management company, released its “Select Strategy” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Slowing EV Adoption Weighed on Lear Corporation (LEA)
Diamond Hill Capital, an investment management company, released its “Select Strategy” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Diamond Hill Capital Select Strategy’s Q2 2024 Investor Letter
Diamond Hill Capital, an investment management company, released its “Select Strategy” second-quarter 2024 investor letter.
What Makes Tetra Tech (TTEK) a Good Investment Opportunity?
Polen Capital, an investment management company, released its “Polen U.S. SMID Company Growth Strategy” second-quarter 2024 investor letter.
What Makes Kinsale Capital Group (KNSL) an Appealing Investment?
Polen Capital, an investment management company, released its “Polen U.S. SMID Company Growth Strategy” second-quarter 2024 investor letter.
Polen Capital U.S. SMID Company Growth Strategy Exited Endava plc (DAVA) for a Better Opportunity
Polen Capital, an investment management company, released its “Polen U.S. SMID Company Growth Strategy” second-quarter 2024 investor letter.
What Makes AAON (AAON) a Good Long-Term Bet?
Polen Capital, an investment management company, released its “Polen U.S. SMID Company Growth Strategy” second-quarter 2024 investor letter.
Polen Capital U.S. SMID Company Growth Strategy Sold Wingstop (WING) After Share Price Appreciation
Polen Capital, an investment management company, released its “Polen U.S. SMID Company Growth Strategy” second-quarter 2024 investor letter.
Progyny (PGNY) Slipped Due to Lower-Than-Expected Benefit Utilization
Polen Capital, an investment management company, released its “Polen U.S. SMID Company Growth Strategy” second-quarter 2024 investor letter.
Does Monolithic Power Systems (MPWR) Have Compelling Fundamentals?
Polen Capital, an investment management company, released its “Polen U.S. SMID Company Growth Strategy” second-quarter 2024 investor letter.
Here’s Why U.S. SMID Company Growth Strategy Trimmed its Position in SiTime Corporation (SITM)
Polen Capital, an investment management company, released its “Polen U.S. SMID Company Growth Strategy” second-quarter 2024 investor letter.
Tyler Technologies (TYL) Bounced back in Q2
Polen Capital, an investment management company, released its “Polen U.S. SMID Company Growth Strategy” second-quarter 2024 investor letter.
Reasons to Add CCC Intelligent Solutions Holdings (CCCS) to Your Portfolio
Polen Capital, an investment management company, released its “Polen U.S. SMID Company Growth Strategy” second-quarter 2024 investor letter.
