Is Five Below (FIVE) a Long-Term Compounder?
Polen Capital, an investment management company, released its “Polen U.S. SMID Company Growth Strategy” second-quarter 2024 investor letter.
Hedge Fund Investor Letters
Should You Consider Investing in Repligen Corporation (RGEN)?
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’s Q2 2024 Investor Letter
Polen Capital, an investment management company, released its “Polen U.S. SMID Company Growth Strategy” second-quarter 2024 investor letter.
Is Twist Bioscience Corporation (TWST) in the Pole Position?
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Artisan Small Cap Fund Has Deemed Super Micro Computer (SMCI) as not Investable
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Artisan Small Cap Fund Does Not Have Holdings in MicroStrategy Incorporated (MSTR)
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Will Workiva (WK) Face Near-Term Deceleration?
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Do You Think Guidewire Software (GWRE) is at an Inflection Point?
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Artisan Small Cap Fund Trimmed Wingstop (WING) on Valuation Discipline
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Artisan Small Cap Fund Ended its Investment Campaign in Bentley Systems, Incorporated (BSY)
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Should You Consider Adding Inspire Medical Systems (INSP) Now to Your Portfolio?
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Is The Vita Coco Company (COCO) a Good Growth Stock?
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Artisan Small Cap Fund Exited Etsy (ETSY) Due to Disappointing Financial Results
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Iovance Biotherapeutics (IOVA) Declined in Q2
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Artisan Partners Small Cap Fund’s Q2 2024 Investor Letter
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” second quarter 2024 investor letter.
1 Main Capital’s New Position: Barnes & Noble Education (BNED)
1 Main Capital, a boutique investment firm, released its second-quarter 2024 investor letter. A copy of the same can be downloaded here.
1 Main Capital’s Q2 2024 Investor Letter
1 Main Capital, a boutique investment firm, released its second-quarter 2024 investor letter.
Is Sylogist Ltd. (SYZLF) Highly Cash Generative?
Greystone Capital Management, an investment management company, released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Will Limbach Holdings (LMB) be Able to Attain Higher Multiple Over Time?
Greystone Capital Management, an investment management company, released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Should You Hold APi Group (APG)?
Greystone Capital Management, an investment management company, released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Greystone Capital Management’s Q2 2024 Investor Letter
Greystone Capital Management, an investment management company, released its second-quarter 2024 investor letter.
Here’s Why Lithium Americas Corp. (LAC) Fell in Q2
Massif Capital, an investment management company, released its “Massif Capital Real Assets Strategy” second quarter 2024 investor letter.
Significant Contributor of Massif Capital: Enovix Corporation (ENVX)
Massif Capital, an investment management company, released its “Massif Capital Real Assets Strategy” second quarter 2024 investor letter.
Massif Capital Real Assets Strategy’s Q2 2024 Investor Letter
Massif Capital, an investment management company, released its “Massif Capital Real Assets Strategy” second quarter 2024 investor letter.
Here’s Why Aristotle Capital Small Cap Equity Strategy Sold Cerence (CRNC)
Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” second quarter 2024 investor letter.
Carter’s (CRI) Slipped Due to Cautious Consumer Spending and Weak Direct-To-Consumer Trends
Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” second quarter 2024 investor letter.
Should You Consider Adding Chart Industries (GTLS) to Your Portfolio?
Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” second quarter 2024 investor letter.
What Makes Littelfuse (LFUS) an Investment Bet?
Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” second quarter 2024 investor letter.
Aristotle Capital Small Cap Equity Strategy Sold AZZ (AZZ) on Stock Price Appreciation
Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” second quarter 2024 investor letter.
Aristotle Small Cap Equity Strategy Sold PowerSchool Holdings (PWSC) after Acquistion Announcement
Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” second quarter 2024 investor letter.
Reasons for the Outperformance of Ardmore Shipping (ASC)
Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” second quarter 2024 investor letter.
Is Dycom Industries (DY) Placed for Long-Term Growth?
Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” second quarter 2024 investor letter.
Aristotle Capital Small Cap Equity Strategy’s Q2 2024 Investor Letter
Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” second quarter 2024 investor letter.In the second quarter, the fund delivered...
Polen Global Growth Trimmed LVMH Moët Hennessy – Louis Vuitton, Société Européenne (LVMUY) from 2.6% to 1%
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” second-quarter 2024 investor letter.
Should You Hold Paycom Software (PAYC) For the Long Term?
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” second-quarter 2024 investor letter.
Here’s Why Workday (WDAY) Sold Off More Than 15% in Q2
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” second-quarter 2024 investor letter.
Polen Global Growth Added Zoetis (ZTS) to its Portfolio on Dip
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” second-quarter 2024 investor letter.
Adobe (ADBE) Benefitted from its GenAI Offering, Firefly
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” second-quarter 2024 investor letter.
Polen Capital Global Growth Strategy’s Q2 2024 Investor Letter
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” second-quarter 2024 investor letter.
Does NICE Ltd. (NICE) Have Huge Upside Potential?
Investment management company Vulcan Value Partners recently released its second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Can Qorvo (QRVO) Expect Growth Driven by Secular Trends?
Investment management company Vulcan Value Partners recently released its second quarter 2024 investor letter. A copy of the letter can be downloaded here.
What Makes Planet Fitness (PLNT) a Worthy Investment Option?
Investment management company Vulcan Value Partners recently released its second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Should You Increase Your Stake in Costar Group (CSGP)?
Investment management company Vulcan Value Partners recently released its second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Do You Think Reducing Costs And Boosting Competitiveness Will Improve CarMax’s (KMX) Prospects?
Investment management company Vulcan Value Partners recently released its second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Vulcan Value Partners’ Material Contributor: Alphabet (GOOG)
Investment management company Vulcan Value Partners recently released its second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Vulcan Value Partners’ Q2 2024 Investor Letter
Investment management company Vulcan Value Partners recently released its second quarter 2024 investor letter. The quarterly results were mixed.
Should You be Optimistic on the Long-Term Prospects of CNH Industrial N.V. (CNH)?
Longleaf Partners, managed by Southeastern Asset Management, released its “Partners Fund” second quarter 2024 investor letter.
Bio-Rad Laboratories’ (BIO) Growth Tailwinds Are Delayed, Not Derailed
Longleaf Partners, managed by Southeastern Asset Management, released its “Partners Fund” second quarter 2024 investor letter.
Mattel (MAT) Traded Lower Despite Solid Quarterly Results
Longleaf Partners, managed by Southeastern Asset Management, released its “Partners Fund” second quarter 2024 investor letter.
Fedex Corp (FDX) Surged on Strong Fiscal Year Results
Longleaf Partners, managed by Southeastern Asset Management, released its “Partners Fund” second quarter 2024 investor letter.
