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Hedge Fund Investor Letters

Vltava Fund’s Q3 2024 Investor Letter

Vltava Fund, an investment management company, recently released its third-quarter 2024 investor letter.

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October 7 - Hedge Fund Investor Letters, News

MakeMyTrip Limited (MMYT) Rose Due to Robust Travel Demand

Artisan Partners, an investment management company, released its “Artisan Developing World Fund” third quarter 2024 investor letter.

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October 7 - Hedge Fund Investor Letters, News

Sea Limited (SE) Surged on Improved Competitive Environment

Artisan Partners, an investment management company, released its “Artisan Developing World Fund” third quarter 2024 investor letter.

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October 7 - Hedge Fund Investor Letters, News

Here’s Why CrowdStrike Holdings (CRWD) Declined in Q3

Artisan Partners, an investment management company, released its “Artisan Developing World Fund” third quarter 2024 investor letter.

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October 7 - Hedge Fund Investor Letters, News

Here’s Why Adyen N.V. (ADYEY) Rose in Q3

Artisan Partners, an investment management company, released its “Artisan Developing World Fund” third quarter 2024 investor letter.

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October 7 - Hedge Fund Investor Letters, News

Snowflake (SNOW) Traded Down Due to Concerns Around its Competitive Position

Artisan Partners, an investment management company, released its “Artisan Developing World Fund” third quarter 2024 investor letter.

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October 7 - Hedge Fund Investor Letters, News

Here’s What Lifted MercadoLibre (MELI) in Q3

Artisan Partners, an investment management company, released its “Artisan Developing World Fund” third quarter 2024 investor letter.

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October 7 - Hedge Fund Investor Letters, News

Weaker Than Expected Guidance Dragged Cadence Design Systems (CDNS)

Artisan Partners, an investment management company, released its “Artisan Developing World Fund” third quarter 2024 investor letter.

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October 7 - Hedge Fund Investor Letters, News

Artisan Partners Developing World Fund’s Q3 2024 Investor Letter

Artisan Partners, an investment management company, released its “Artisan Developing World Fund” third quarter 2024 investor letter.

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October 7 - Hedge Fund Investor Letters, News

What Makes Helen of Troy (HELE) an Investment Bet?

Palm Valley Capital Management, an investment management firm, released the “Palm Valley Capital Fund” third quarter 2024 investor letter.

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October 4 - Hedge Fund Investor Letters, News

Palm Valley Capital Fund Exited John Wiley & Sons (WLY) as it Rose Beyond its Valuation

Palm Valley Capital Management, an investment management firm, released the “Palm Valley Capital Fund” third quarter 2024 investor letter.

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October 4 - Hedge Fund Investor Letters, News

Here are the Factors that Dragged TrueBlue (TBI)

Palm Valley Capital Management, an investment management firm, released the “Palm Valley Capital Fund” third quarter 2024 investor letter.

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October 4 - Hedge Fund Investor Letters, News

Record Revenue and Strong Margins Lifted Amdocs (DOX) in Q3

Palm Valley Capital Management, an investment management firm, released the “Palm Valley Capital Fund” third quarter 2024 investor letter.

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October 4 - Hedge Fund Investor Letters, News

Should You Sell Equity Commonwealth (EQC)?

Palm Valley Capital Management, an investment management firm, released the “Palm Valley Capital Fund” third quarter 2024 investor letter.

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October 4 - Hedge Fund Investor Letters, News

Should You Hold Resources Connection (RGP)?

Palm Valley Capital Management, an investment management firm, released the “Palm Valley Capital Fund” third quarter 2024 investor letter.

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October 4 - Hedge Fund Investor Letters, News

Here’s Why Palm Valley Capital Fund Sold Nathan’s Famous (NATH)

Palm Valley Capital Management, an investment management firm, released the “Palm Valley Capital Fund” third quarter 2024 investor letter.

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October 4 - Hedge Fund Investor Letters, News

Palm Valley Capital Fund’s Q3 2024 Investor Letter

Palm Valley Capital Management, an investment management firm, released the “Palm Valley Capital Fund” third quarter 2024 investor letter.

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October 4 - Hedge Fund Investor Letters, News

Should You Invest in Starbucks Corporation (SBUX)?

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

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October 4 - Hedge Fund Investor Letters, News

Weak Global Auto Demand and Slow EV Transition Impacted Aptiv PLC (APTV)

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

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October 4 - Hedge Fund Investor Letters, News

ClearBridge Large Cap Growth Strategy Increased its Position in Accenture (ACN) in Q3

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

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October 4 - Hedge Fund Investor Letters, News

Here’s Why ClearBridge Large Cap Growth Strategy is Trimming Nvidia (NVDA)

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

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October 4 - Hedge Fund Investor Letters, News

Here’s What Caused Incremental Volatility to Atlassian Corporation (TEAM) Results

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

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October 4 - Hedge Fund Investor Letters, News

ClearBridge Large Cap Growth Strategy Exited The Estée Lauder Companies (EL) Due to Lack Of Visibility On Fundamental Improvement

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

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October 4 - Hedge Fund Investor Letters, News

ClearBridge Investments Large Cap Growth Strategy’s Q3 2024 Investor Letter

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

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October 4 - Hedge Fund Investor Letters, News

Hedge Fund Investor Letters Q2 2024

We will be sharing Q2 2024 hedge fund investor letters in this article.

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October 3 - Hedge Fund Investor Letters, News

Reasons that Lifted Vertex Pharmaceuticals Incorporated (VRTX) in Q2

PGIM Jennison Health Sciences Fund released its second quarter 2024 investor letter. A copy of the letter can be downloaded here.

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October 3 - Hedge Fund Investor Letters, News

Should You Hold Apellis Pharmaceuticals (APLS)?

PGIM Jennison Health Sciences Fund released its second quarter 2024 investor letter. A copy of the letter can be downloaded here.

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October 3 - Hedge Fund Investor Letters, News

Here’s Why PGIM Jennison Health Sciences Fund Reduced its Position in Marinus Pharmaceuticals (MRNS)

PGIM Jennison Health Sciences Fund released its second quarter 2024 investor letter. A copy of the letter can be downloaded here.

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October 3 - Hedge Fund Investor Letters, News

PGIM Jennison Health Sciences Fund Sold AbbVie (ABBV) in Q2. Here’s Why

PGIM Jennison Health Sciences Fund released its second quarter 2024 investor letter. A copy of the letter can be downloaded here.

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October 3 - Hedge Fund Investor Letters, News

Amgen (AMGN) Rose Owing To The Announcement Of Promising Data For Its Novel Medication

PGIM Jennison Health Sciences Fund released its second quarter 2024 investor letter. A copy of the letter can be downloaded here.

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October 3 - Hedge Fund Investor Letters, News

Here’s Why Eli Lilly and Company (LLY) Surged in Q2

PGIM Jennison Health Sciences Fund released its second quarter 2024 investor letter. A copy of the letter can be downloaded here.

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October 3 - Hedge Fund Investor Letters, News

PGIM Jennison Health Sciences Fund’s Q2 2024 Investor Letter

PGIM Jennison Health Sciences Fund released its second quarter 2024 investor letter.

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October 3 - Hedge Fund Investor Letters, News

Here’s Why CVS Health Corporation (CVS) Reported Disappointing Performance in Q2

Coho Partners, an investment management company released its “Relative Value Equity Strategy” second quarter 2024 investor letter.

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October 3 - Hedge Fund Investor Letters, News

Should You Hold Nike (NKE)?

Coho Partners, an investment management company released its “Relative Value Equity Strategy” second quarter 2024 investor letter.

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October 3 - Hedge Fund Investor Letters, News

Should You be Optimistic on the Growth Prospects of Constellation Brands (STZ)?

Coho Partners, an investment management company released its “Relative Value Equity Strategy” second quarter 2024 investor letter.

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October 3 - Hedge Fund Investor Letters, News

Coho Partners Relative Value Equity’s Q2 2024 Investor Letter

Coho Partners, an investment management company released its “Relative Value Equity Strategy” second quarter 2024 investor letter.

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October 3 - Hedge Fund Investor Letters, News

Here are the Reasons to Invest in Teledyne Technologies Incorporated (TDY)

Shelton Capital Management, an investment management company, released its “Shelton Sustainable Equity Fund” second quarter 2024 investor letter.

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October 3 - Hedge Fund Investor Letters, News

Should You Invest in e.l.f. Beauty (ELF)?

Shelton Capital Management, an investment management company, released its “Shelton Sustainable Equity Fund” second quarter 2024 investor letter.

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October 3 - Hedge Fund Investor Letters, News

Shelton Sustainable Equity Fund’s Q2 2024 Investor Letter

Shelton Capital Management, an investment management company, released its “Shelton Sustainable Equity Fund” second quarter 2024 investor letter.

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October 3 - Hedge Fund Investor Letters, News

Disappointing Sales Growth and Lowered Guidance Dragged Atkore (ATKR)

Harding Loevner, an asset management company, released its “Global Small Companies Equity Strategy” second-quarter 2024 investor letter.

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October 3 - Hedge Fund Investor Letters, News

Improve Demand Lifted Simulations Plus (SLP)

Harding Loevner, an asset management company, released its “Global Small Companies Equity Strategy” second-quarter 2024 investor letter.

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October 1 - Hedge Fund Investor Letters, News

Harding Loevner Global Small Companies Equity Strategy’s Q2 2024 Investor Letter

Harding Loevner, an asset management company, released its “Global Small Companies Equity Strategy” second-quarter 2024 investor letter.

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October 1 - Hedge Fund Investor Letters, News

Generation Investment Management Global Equity Strategy’s Investment Thesis on Nutanix (NTNX)

Generation Investment Management, an investment management firm, released its “Global Equity Strategy” second quarter 2024 investor letter.

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October 1 - Hedge Fund Investor Letters, News

Generation Investment Management Global Equity Strategy’s Thoughts on Microsoft Corporation’s (MSFT) ESG Goal

Generation Investment Management, an investment management firm, released its “Global Equity Strategy” second quarter 2024 investor letter.

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October 1 - Hedge Fund Investor Letters, News

Generation Investment Management Global Equity: NVIDIA Corporation (NVDA) is an Earnings Juggernaut

Generation Investment Management, an investment management firm, released its “Global Equity Strategy” second quarter 2024 investor letter.

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October 1 - Hedge Fund Investor Letters, News

Generation Investment Management Global Equity Strategy’s Q2 2024 Investor Letter

Generation Investment Management, an investment management firm, released its “Global Equity Strategy” second quarter 2024 investor letter.

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October 1 - Hedge Fund Investor Letters, News

Should You Sell Nutrien Ltd. (NTR)?

Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” second quarter 2024 investor letter.

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October 1 - Hedge Fund Investor Letters, News

Here’s What Dragged Deere & Company (DE) in Q2

Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” second quarter 2024 investor letter.

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October 1 - Hedge Fund Investor Letters, News

Ball Corporation (BALL) Declined Despite Positive Financial Report

Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” second quarter 2024 investor letter.

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October 1 - Hedge Fund Investor Letters, News

Factors that Lifted Costco Wholesale Corporation (COST) in Q2

Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” second quarter 2024 investor letter.

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October 1 - Hedge Fund Investor Letters, News

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