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Hedge Fund Investor Letters

Alphyn Capital Management’s Q3 2024 Investor Letter

Alphyn Capital Management, an investment management firm, released its third-quarter 2024 investor letter.

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October 10 - Hedge Fund Investor Letters, News

Declining Mortgage Rates Lifted Fair Isaac Corporation (FICO)

Headwaters Capital Management, an investment management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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October 10 - Hedge Fund Investor Letters, News

Climb Global (CLMB) Surged on Strong Results

Headwaters Capital Management, an investment management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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October 10 - Hedge Fund Investor Letters, News

Here’s Why Medpace (MEDP) Detracted in Q3

Headwaters Capital Management, an investment management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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October 10 - Hedge Fund Investor Letters, News

Headwaters Capital Management’s Q3 2024 Investor Letter

Headwaters Capital Management, an investment management company, released its third-quarter 2024 investor letter.

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October 10 - Hedge Fund Investor Letters, News

Ashland (ASH) Slid on Weaker Demand

ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Strategy” third quarter 2024 investor letter.

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October 9 - Hedge Fund Investor Letters, News

Will SBA Communications Corporation (SBAC) Benefit from Consistent Growth in Demand For Cellular Data And Devices?

ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Strategy” third quarter 2024 investor letter.

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October 9 - Hedge Fund Investor Letters, News

Solid Execution Lifted Avantor (AVTR) in Q3

ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Strategy” third quarter 2024 investor letter.

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October 9 - Hedge Fund Investor Letters, News

Here’s Why ClearBridge Mid Cap Strategy Added Pinterest (PINS) in Q3

ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Strategy” third quarter 2024 investor letter.

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October 9 - Hedge Fund Investor Letters, News

Does AppLovin Corporation (APP) Have a Strong Growth Trajectory?

ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Strategy” third quarter 2024 investor letter.

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October 9 - Hedge Fund Investor Letters, News

Here’s Why Clearbridge Mid Cap Strategy Sold Five Below (FIVE)

ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Strategy” third quarter 2024 investor letter.

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October 9 - Hedge Fund Investor Letters, News

Should You Invest in Tenet Healthcare Corporation (THC)?

ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Strategy” third quarter 2024 investor letter.

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October 9 - Hedge Fund Investor Letters, News

Weaker Order Volumes and Increased Cost Dragged Atkore (ATKR) in Q3

ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Strategy” third quarter 2024 investor letter.

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October 9 - Hedge Fund Investor Letters, News

ClearBridge Investments Mid Cap Strategy’s Q3 2024 Investor Letter

ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Strategy” third quarter 2024 investor letter.

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October 9 - Hedge Fund Investor Letters, News

Here’s Why Clearbridge Growth Strategy Exited Wolfspeed (WOLF)

ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” third quarter 2024 investor letter.

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October 9 - Hedge Fund Investor Letters, News

Is Ares Management Corporation (ARES) a Good Investment Option?

ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” third quarter 2024 investor letter.

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October 9 - Hedge Fund Investor Letters, News

Builders FirstSource (BLDR) Rose in Anticipation of Improved Demand

ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” third quarter 2024 investor letter.

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October 9 - Hedge Fund Investor Letters, News

Should You Invest in MSCI (MSCI)?

ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” third quarter 2024 investor letter.

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October 9 - Hedge Fund Investor Letters, News

Factors that Led ClearBridge Growth Strategy to Sell Diageo plc (DEO)

ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” third quarter 2024 investor letter.

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October 9 - Hedge Fund Investor Letters, News

Here’s Why ClearBridge Growth Strategy Increased its Position in Insulet Corporation (PODD)

ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” third quarter 2024 investor letter.

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October 9 - Hedge Fund Investor Letters, News

Here’s Why Pinterest (PINS) Detracted in Q3

ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” third quarter 2024 investor letter.

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October 9 - Hedge Fund Investor Letters, News

e.l.f. Beauty (ELF) Sold Off Due to a Weaker Than Expected Channel Data

ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” third quarter 2024 investor letter.

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October 9 - Hedge Fund Investor Letters, News

Is CrowdStrike Holdings (CRWD) a Worthy Investment?

ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” third quarter 2024 investor letter.

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October 9 - Hedge Fund Investor Letters, News

ClearBridge Investments Growth Strategy’s Q3 2024 Investor Letter

ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” third quarter 2024 investor letter.

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October 9 - Hedge Fund Investor Letters, News

Middle Coast Investing Increased its position in Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB)

Middle Coast Investing, an investment advisor firm, released its third-quarter investor letter. A copy of the letter can be downloaded here.

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October 9 - Hedge Fund Investor Letters, News

Is Kura Sushi (KRUS) a Good Short Position?

Middle Coast Investing, an investment advisor firm, released its third-quarter investor letter. A copy of the letter can be downloaded here.

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October 9 - Hedge Fund Investor Letters, News

Should You Consider Selling Eventbrite (EB)?

Middle Coast Investing, an investment advisor firm, released its third-quarter investor letter. A copy of the letter can be downloaded here.

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October 8 - Hedge Fund Investor Letters, News

Is Portillo’s (PTLO) a Reasonably Valued Stock?

Middle Coast Investing, an investment advisor firm, released its third-quarter investor letter. A copy of the letter can be downloaded here.

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October 8 - Hedge Fund Investor Letters, News

Is ABM (ABM) a Good Investment Bet?

Middle Coast Investing, an investment advisor firm, released its third-quarter investor letter. A copy of the letter can be downloaded here.

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October 8 - Hedge Fund Investor Letters, News

Should You Hold Astronics Corporation (ATRO)?

Middle Coast Investing, an investment advisor firm, released its third-quarter investor letter. A copy of the letter can be downloaded here.

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October 8 - Hedge Fund Investor Letters, News

Here’s Why Middle Coast Investing Sold GOGO (GOGO)

Middle Coast Investing, an investment advisor firm, released its third-quarter investor letter. A copy of the letter can be downloaded here.

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October 8 - Hedge Fund Investor Letters, News

Discover Financial Services (DFS) Surged in Q3

Middle Coast Investing, an investment advisor firm, released its third-quarter investor letter. A copy of the letter can be downloaded here.

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October 8 - Hedge Fund Investor Letters, News

The Progressive Corporation (PGR) Stock Doubled in the Last 14 Months

Middle Coast Investing, an investment advisor firm, released its third-quarter investor letter. A copy of the letter can be downloaded here.

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October 8 - Hedge Fund Investor Letters, News

Should You Invest in DallasNews Corporation (DALN)?

Middle Coast Investing, an investment advisor firm, released its third-quarter investor letter. A copy of the letter can be downloaded here.

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October 8 - Hedge Fund Investor Letters, News

Here’s Why Middle Coast Investing Added DMC Global (BOOM)

Middle Coast Investing, an investment advisor firm, released its third-quarter investor letter. A copy of the letter can be downloaded here.

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October 8 - Hedge Fund Investor Letters, News

Do You Believe in the Growth Prospects of Apogee (APOG)?

Middle Coast Investing, an investment advisor firm, released its third-quarter investor letter. A copy of the letter can be downloaded here.

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October 8 - Hedge Fund Investor Letters, News

Atkore (ATKR): Middle Coast Investing’s Top Loser

Middle Coast Investing, an investment advisor firm, released its third-quarter investor letter. A copy of the letter can be downloaded here.

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October 8 - Hedge Fund Investor Letters, News

Axcelis (ACLS) Sold Off in Q3

Middle Coast Investing, an investment advisor firm, released its third-quarter investor letter. A copy of the letter can be downloaded here.

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October 8 - Hedge Fund Investor Letters, News

Here’s What Happened to Charles Schwab’s (SCHW) Transition

Middle Coast Investing, an investment advisor firm, released its third-quarter investor letter. A copy of the letter can be downloaded here.

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October 8 - Hedge Fund Investor Letters, News

Middle Coast Investing’s Q3 2024 Investor Letter

Middle Coast Investing, an investment advisor firm, released its third-quarter investor letter. It was a frustrating quarter for the firm.

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October 8 - Hedge Fund Investor Letters, News

Climb Global Solutions (CLMB): Top Performer of Cove Street Capital Small Cap Value Fund

Investment management company Cove Street Capital recently released its “Small Cap Value Fund” third quarter 2024 investor letter.

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October 8 - Hedge Fund Investor Letters, News

Red Violet (RDVT) Delivered Strong Results in Q3

Investment management company Cove Street Capital recently released its “Small Cap Value Fund” third quarter 2024 investor letter.

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October 8 - Hedge Fund Investor Letters, News

Here are Cove Street Capital Small Cap Value Fund’s Views on its Investment in OUTFRONT Media (OUT)

Investment management company Cove Street Capital recently released its “Small Cap Value Fund” third quarter 2024 investor letter.

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October 8 - Hedge Fund Investor Letters, News

Here’s Why Viasat (VSAT) Detracted in Q3

Investment management company Cove Street Capital recently released its “Small Cap Value Fund” third quarter 2024 investor letter.

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October 8 - Hedge Fund Investor Letters, News

Here’s What Dragged E.W. Scripps (SSP) in Q3

Investment management company Cove Street Capital recently released its “Small Cap Value Fund” third quarter 2024 investor letter.

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October 8 - Hedge Fund Investor Letters, News

Compass Minerals (CMP) is Facing Fundamental Problems

Investment management company Cove Street Capital recently released its “Small Cap Value Fund” third quarter 2024 investor letter.

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October 8 - Hedge Fund Investor Letters, News

Cove Street Capital Small Cap Value Fund’s Q3 2024 Investor Letter

Investment management company Cove Street Capital recently released its “Small Cap Value Fund” third quarter 2024 investor letter.

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October 8 - Hedge Fund Investor Letters, News

Warren Buffett Sold Half of Apple (AAPL) Shares in Q3

Vltava Fund, an investment management company, recently released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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October 7 - Hedge Fund Investor Letters, News

Is NVIDIA Corporation (NVDA) Benefitting from Tech Giants’ Increased Data Center Investments?

Vltava Fund, an investment management company, recently released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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October 7 - Hedge Fund Investor Letters, News

Vltava Fund’s Analysis of Taxes on Unrealized Gains Using Berkshire Hathaway (BRK-B) as an Example

Vltava Fund, an investment management company, recently released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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October 7 - Hedge Fund Investor Letters, News

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