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Hedge Fund Investor Letters

Longleaf Partners Fund’s Q2 2024 Investor Letter

Longleaf Partners, managed by Southeastern Asset Management, released its “Partners Fund” second quarter 2024 investor letter.

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July 26 - Hedge Fund Investor Letters, News

Vistra Corp. (VST) Investment Sentiment Exceeded Investable Threshold

Legacy Ridge Capital Management, LLC recently published its “Legacy Ridge Capital Partners Equity Fund I” second quarter 2024 investor letter.

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July 26 - Hedge Fund Investor Letters, News

“Summit Midstream Partners (SMLP) is More a Bet on The Jockey Than The Horse”: Legacy Ridge Capital Management

Legacy Ridge Capital Management, LLC recently published its “Legacy Ridge Capital Partners Equity Fund I” second quarter 2024 investor letter.

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July 26 - Hedge Fund Investor Letters, News

EQT Corporation (EQT) Completed Equitrans Midstream Acquisition

Legacy Ridge Capital Management, LLC recently published its “Legacy Ridge Capital Partners Equity Fund I” second quarter 2024 investor letter.

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July 26 - Hedge Fund Investor Letters, News

Legacy Ridge Capital Partners Equity Fund’s Q2 2024 Investor Letter

Legacy Ridge Capital Management, LLC recently published its “Legacy Ridge Capital Partners Equity Fund I” second quarter 2024 investor letter.

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July 26 - Hedge Fund Investor Letters, News

Laughing Water Capital is Waiting for an Investor Update from Lifecore Biomedical (LFCR)

Laughing Water 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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July 26 - Hedge Fund Investor Letters, News

Will Hilton Grand Vacations (HGV) be Able to Create Long Term Value?

Laughing Water 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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July 26 - Hedge Fund Investor Letters, News

Does Thryv Holdings (THRY) Offer Compelling Long-Term Opportunities?

Laughing Water 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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July 26 - Hedge Fund Investor Letters, News

Here’s What is Happening with Nextnav (NN)

Laughing Water 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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July 26 - Hedge Fund Investor Letters, News

Here’s Why Laughing Water Capital is Holding Limbach Holdings (LMB)

Laughing Water 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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July 26 - Hedge Fund Investor Letters, News

Does Avid Bioservices (CDMO) have Hidden Potential Despite Current Weakness?

Laughing Water 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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July 26 - Hedge Fund Investor Letters, News

Here’s Why Laughing Water Capital Added Xponential Fitness (XPOF) on Dip

Laughing Water 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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July 26 - Hedge Fund Investor Letters, News

Does Cantaloupe (CTLP) have Plenty of Upside Potential?

Laughing Water 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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July 25 - Hedge Fund Investor Letters, News

Laughing Water Capital’s Q2 2024 Investor Letter

Laughing Water Capital, an investment management company, released its second-quarter 2024 investor letter.

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July 25 - Hedge Fund Investor Letters, News

What Makes Everi Holdings (EVRI) a Potential Buy?

Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” second quarter 2024 investor letter. A copy of the letter can...

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July 25 - Hedge Fund Investor Letters, News

Alphabet (GOOGL) Surged After Strong Q1 Results

Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” second quarter 2024 investor letter. A copy of the letter can...

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July 24 - Hedge Fund Investor Letters, News

Several Headwinds Pulled CVS Health Corporation (CVS) Down in Q2

Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” second quarter 2024 investor letter. A copy of the letter can...

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July 24 - Hedge Fund Investor Letters, News

Mattel (MAT) Declined in Q2 Despite Margins Exceeding Expectations

Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” second quarter 2024 investor letter. A copy of the letter can...

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July 24 - Hedge Fund Investor Letters, News

Will Coinbase Global (COIN) Solidify in the Future?

Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” second quarter 2024 investor letter. A copy of the letter can...

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July 24 - Hedge Fund Investor Letters, News

Is Biogen (BIIB) an Underappreciated Stock?

Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” second quarter 2024 investor letter. A copy of the letter can...

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July 24 - Hedge Fund Investor Letters, News

Should You Consider Adding Royalty Pharma plc (RPRX) to Your Portfolio?

Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” second quarter 2024 investor letter. A copy of the letter can...

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July 24 - Hedge Fund Investor Letters, News

Here’s Why You Should Add Illumina (ILMN) to Your Portfolio

Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” second quarter 2024 investor letter. A copy of the letter can...

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July 24 - Hedge Fund Investor Letters, News

Amazon.com (AMZN) Soared on Growth in AWS Business

Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” second quarter 2024 investor letter. A copy of the letter can...

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July 24 - Hedge Fund Investor Letters, News

Insatiable Demand for AI Models Lifted Nvidia Corp. (NVDA) Higher

Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” second quarter 2024 investor letter. A copy of the letter can...

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July 24 - Hedge Fund Investor Letters, News

Patient Capital Management Opportunity Equity’s Q2 2024 Investor Letter

Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” second quarter 2024 investor letter. During the quarter, the...

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July 24 - Hedge Fund Investor Letters, News

Should You Hold A-Mark (AMRK)?

Praetorian 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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July 24 - Hedge Fund Investor Letters, News

Here’s How the Market Trend Affected St. Joe (JOE)

Praetorian 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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July 24 - Hedge Fund Investor Letters, News

Will Valaris (VAL) Shares Benefit from a New Contracts?

Praetorian 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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July 24 - Hedge Fund Investor Letters, News

Should You Be Bullish on Sprott (SII)?

Praetorian 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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July 24 - Hedge Fund Investor Letters, News

Here’s How Praetorian Capital Views Tidewater (TDW) Since its Inclusion

Praetorian 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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July 24 - Hedge Fund Investor Letters, News

Praetorian Capital’s Q2 2024 Investor Letter

Praetorian Capital, an investment management company, released its second-quarter 2024 investor letter. The fund was down by 1.69% net of fees in the second quarter.

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July 24 - Hedge Fund Investor Letters, News

Aristotle Atlantic’s Core Equity Composite Sold Accenture plc (ACN) Due to Limited Upside

Aristotle Atlantic Partners, LLC, an investment advisor, released its “Core Equity Strategy” second quarter 2024 investor letter.

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July 24 - Hedge Fund Investor Letters, News

Alphabet (GOOG) Surged on Strong Earnings Report

Aristotle Atlantic Partners, LLC, an investment advisor, released its “Core Equity Strategy” second quarter 2024 investor letter.

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July 24 - Hedge Fund Investor Letters, News

Boston Scientific Corporation (BSX) is Benefitting From Several Factors

Aristotle Atlantic Partners, LLC, an investment advisor, released its “Core Equity Strategy” second quarter 2024 investor letter.

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July 24 - Hedge Fund Investor Letters, News

Here’s Why Aristotle Atlantic’s Core Equity Composite Sold Abbott Laboratories (ABT)

Aristotle Atlantic Partners, LLC, an investment advisor, released its “Core Equity Strategy” second quarter 2024 investor letter.

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July 24 - Hedge Fund Investor Letters, News

Should You Sell Teleflex Incorporated (TFX)?

Aristotle Atlantic Partners, LLC, an investment advisor, released its “Core Equity Strategy” second quarter 2024 investor letter.

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July 24 - Hedge Fund Investor Letters, News

What Makes Amphenol Corporation (APH) a Prospective Investment?

Aristotle Atlantic Partners, LLC, an investment advisor, released its “Core Equity Strategy” second quarter 2024 investor letter.

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July 23 - Hedge Fund Investor Letters, News

Here’s Why Norfolk Southern Corporation (NSC) Fell in Q2

Aristotle Atlantic Partners, LLC, an investment advisor, released its “Core Equity Strategy” second quarter 2024 investor letter.

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July 23 - Hedge Fund Investor Letters, News

Should You Invest in Microchip Technology Incorporated (MCHP)?

Aristotle Atlantic Partners, LLC, an investment advisor, released its “Core Equity Strategy” second quarter 2024 investor letter.

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July 23 - Hedge Fund Investor Letters, News

Aristotle Atlantic Core Equity Strategy’s Q2 2024 Investor Letter

Aristotle Atlantic Partners, LLC, an investment advisor, released its “Core Equity Strategy” second quarter 2024 investor letter. In the second quarter, the U.S.

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July 23 - Hedge Fund Investor Letters, News

Corning (GLW) Paid off in Q2

O’keefe Stevens Advisory, an investment advisory firm, released its second-quarter 2024 investor letter. A copy of the same can be downloaded here.

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July 23 - Hedge Fund Investor Letters, News

Is This The Best Time to Add Alibaba (BABA) to Your Portfolio?

O’keefe Stevens Advisory, an investment advisory firm, released its second-quarter 2024 investor letter. A copy of the same can be downloaded here.

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July 23 - Hedge Fund Investor Letters, News

Does Perrigo (PRGO) Have a Good Growth Potential?

O’keefe Stevens Advisory, an investment advisory firm, released its second-quarter 2024 investor letter. A copy of the same can be downloaded here.

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July 23 - Hedge Fund Investor Letters, News

Qualcomm (QCOM) is Benefitting from AI Integration into Mobile Phones

O’keefe Stevens Advisory, an investment advisory firm, released its second-quarter 2024 investor letter. A copy of the same can be downloaded here.

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July 23 - Hedge Fund Investor Letters, News

O’keefe Stevens Advisory’s Q2 2024 Investor Letter

O’keefe Stevens Advisory, an investment advisory firm, released its second-quarter 2024 investor letter.

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July 23 - Hedge Fund Investor Letters, News

What Makes Teledyne Technologies Incorporated (TDY) an Investment Choice?

Madison Investments, an investment advisor, released its “Madison Mid Cap Fund” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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July 23 - Hedge Fund Investor Letters, News

Will THOR Industries (THO) be Able to Emerge in a Strong Position?

Madison Investments, an investment advisor, released its “Madison Mid Cap Fund” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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July 23 - Hedge Fund Investor Letters, News

Does Brown-Forman Corporation (BF-B) Have Solid Long-Term Outlook?

Madison Investments, an investment advisor, released its “Madison Mid Cap Fund” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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July 23 - Hedge Fund Investor Letters, News

Here’s Why Madison Mid Cap Fund Trimmed Carlisle Companies Incorporated (CSL)

Madison Investments, an investment advisor, released its “Madison Mid Cap Fund” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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July 23 - Hedge Fund Investor Letters, News

Madison Mid Cap Fund Sold Arista Networks (ANET) Due to Elevated Valuation

Madison Investments, an investment advisor, released its “Madison Mid Cap Fund” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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July 23 - Hedge Fund Investor Letters, News

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