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Hedge Fund Investor Letters

Do You Believe In The Growth Prospects Of Verisk Analytics (VRSK)?

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

Parnassus Investments Core Equity Fund’s Q2 2024 Investor Letter

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

Align Technology (ALGN) Fell After Mixed Quarterly Earnings Report

Fidelity Investments, an investment management company, released its “Fidelity Growth Strategies Fund” second quarter 2024 investor letter.

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October 1 - Hedge Fund Investor Letters, News

Fidelity Growth Strategies Fund Trimmed Insulet Corporation (PODD) to Manage the Position Size

Fidelity Investments, an investment management company, released its “Fidelity Growth Strategies Fund” second quarter 2024 investor letter.

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October 1 - Hedge Fund Investor Letters, News

Not Holding Alnylam Pharmaceuticals (ALNY) Hurt Fidelity Growth Strategies Fund’s Performance

Fidelity Investments, an investment management company, released its “Fidelity Growth Strategies Fund” second quarter 2024 investor letter.

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October 1 - Hedge Fund Investor Letters, News

Negative Sentiments in the Segment Dragged Molina Healthcare (MOH)

Fidelity Investments, an investment management company, released its “Fidelity Growth Strategies Fund” second quarter 2024 investor letter.

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October 1 - Hedge Fund Investor Letters, News

Fidelity Growth Strategies Fund Gained from its Underweight Exposure in MongoDB (MDB)

Fidelity Investments, an investment management company, released its “Fidelity Growth Strategies Fund” second quarter 2024 investor letter.

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October 1 - Hedge Fund Investor Letters, News

Vistra Corp. (VST) Rose Due to Its Strong Position To Gain From The Buildout Of AI-Capable Data Centers

Fidelity Investments, an investment management company, released its “Fidelity Growth Strategies Fund” second quarter 2024 investor letter.

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October 1 - Hedge Fund Investor Letters, News

Fidelity Growth Strategies Fund’s Q2 2024 investor Letter

Fidelity Investments, an investment management company, released its “Fidelity Growth Strategies Fund” second quarter 2024 investor letter.

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October 1 - Hedge Fund Investor Letters, News

Boston Scientific Corporation (BSX) Surged on Excitement Over the Launch of its Ablation System

Janus Henderson Investors, an investment management company, released its “Janus Henderson Enterprise Fund” second quarter 2024 investor letter.

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September 30 - Hedge Fund Investor Letters, News

Janus Henderson Enterprise Fund Added J.B. Hunt Transport Services (JBHT) on Dip

Janus Henderson Investors, an investment management company, released its “Janus Henderson Enterprise Fund” second quarter 2024 investor letter.

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September 30 - Hedge Fund Investor Letters, News

Strong Results and Raised Guidance Pushed TransMedics Group (TMDX) in Q2

Janus Henderson Investors, an investment management company, released its “Janus Henderson Enterprise Fund” second quarter 2024 investor letter.

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September 30 - Hedge Fund Investor Letters, News

WEX (WEX) Slid on Competitive Pressure

Janus Henderson Investors, an investment management company, released its “Janus Henderson Enterprise Fund” second quarter 2024 investor letter.

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September 30 - Hedge Fund Investor Letters, News

Strong Market Position Led GoDaddy’s (GDDY) Double Digit Earnings Growth

Janus Henderson Investors, an investment management company, released its “Janus Henderson Enterprise Fund” second quarter 2024 investor letter.

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September 30 - Hedge Fund Investor Letters, News

Intel (INTC) Fell in Q2. Here’s Why

Columbia Threadneedle Investments, an investment management company released its “Columbia Threadneedle Global Technology Growth Strategy” second quarter 2024 investor letter...

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September 30 - Hedge Fund Investor Letters, News

Janus Henderson Enterprise Fund’s Q2 2024 Investor Letter

Janus Henderson Investors, an investment management company, released its “Janus Henderson Enterprise Fund” second quarter 2024 investor letter.

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September 30 - Hedge Fund Investor Letters, News

Salesforce (CRM) Faces Challenges as Shift in Strategy Continues

Columbia Threadneedle Investments, an investment management company released its “Columbia Threadneedle Global Technology Growth Strategy” second quarter 2024 investor letter...

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September 30 - Hedge Fund Investor Letters, News

Here’s What Lifted Broadcom (AVGO) in Q2

Columbia Threadneedle Investments, an investment management company released its “Columbia Threadneedle Global Technology Growth Strategy” second quarter 2024 investor letter...

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September 30 - Hedge Fund Investor Letters, News

Advanced Micro Devices (AMD) Stock Lagged as It Missed Elevated Expectations

Columbia Threadneedle Investments, an investment management company released its “Columbia Threadneedle Global Technology Growth Strategy” second quarter 2024 investor letter...

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September 30 - Hedge Fund Investor Letters, News

Columbia Threadneedle Global Technology Growth Strategy’s Q2 2024 Investor Letter

Columbia Threadneedle Investments, an investment management company released its “Columbia Threadneedle Global Technology Growth Strategy” second quarter 2024 investor letter...

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September 30 - Hedge Fund Investor Letters, News

Here’s What Led the Strong Earnings for Nova Ltd. (NVMI)

Invesco Distributors, Inc., an investment management firm, released its “Invesco Discovery Fund” second quarter 2024 investor letter.

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September 30 - Hedge Fund Investor Letters, News

Invesco Discovery Fund Exited its Position in GitLab (GTLB)

Invesco Distributors, Inc., an investment management firm, released its “Invesco Discovery Fund” second quarter 2024 investor letter.

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September 30 - Hedge Fund Investor Letters, News

Factors that Dragged H&E Equipment Services (HEES) in Q2

Invesco Distributors, Inc., an investment management firm, released its “Invesco Discovery Fund” second quarter 2024 investor letter.

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September 30 - Hedge Fund Investor Letters, News

Here’s Why Carpenter Technology Corporation (CRS) Rose in Q2

Invesco Distributors, Inc., an investment management firm, released its “Invesco Discovery Fund” second quarter 2024 investor letter.

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September 30 - Hedge Fund Investor Letters, News

Is SPX Technologies (SPXC) a Steady Compounder in the Industry?

Invesco Distributors, Inc., an investment management firm, released its “Invesco Discovery Fund” second quarter 2024 investor letter.

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September 30 - Hedge Fund Investor Letters, News

Invesco Discovery Fund’s Q2 2024 Investor Letter

Invesco Distributors, Inc., an investment management firm, released its “Invesco Discovery Fund” second quarter 2024 investor letter.

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September 30 - Hedge Fund Investor Letters, News

Should You Hold Norfolk Southern (NSC)?

ClearBridge Investments, an investment management company, released its “ClearBridge Global Infrastructure Value Strategy” second quarter 2024 investor letter.

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September 30 - Hedge Fund Investor Letters, News

CSX Corporation (CSX) Impacted by Loose Truck Market

ClearBridge Investments, an investment management company, released its “ClearBridge Global Infrastructure Value Strategy” second quarter 2024 investor letter.

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September 30 - Hedge Fund Investor Letters, News

Fund Manager Thinks NVIDIA Corporation (NVDA) “Is Unlikely to be Challenged for Many Years”

Columbia Threadneedle Investments, an investment management company, released its Columbia Contrarian Core Fund second quarter 2024 investor letter.

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September 27 - Hedge Fund Investor Letters, News

Public Services Enterprise Group (PEG) Rose on Potential Data Center Deal

ClearBridge Investments, an investment management company, released its “ClearBridge Global Infrastructure Value Strategy” second quarter 2024 investor letter.

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September 27 - Hedge Fund Investor Letters, News

Multiple Factors Lifted NextEra Energy (NEE) in Q2

ClearBridge Investments, an investment management company, released its “ClearBridge Global Infrastructure Value Strategy” second quarter 2024 investor letter.

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September 27 - Hedge Fund Investor Letters, News

ClearBridge Investments Global Infrastructure Value Strategy’s Q2 2024 Investor Letter

ClearBridge Investments, an investment management company, released its “ClearBridge Global Infrastructure Value Strategy” second quarter 2024 investor letter.

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September 27 - Hedge Fund Investor Letters, News

Here’s Why ClearBridge SMID Cap Growth Strategy Exited Stevanato (STVN)

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

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September 27 - Hedge Fund Investor Letters, News

Should You Consider Adding Chewy (CHWY) to Your Portfolio?

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

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September 27 - Hedge Fund Investor Letters, News

ClearBridge SMID Cap Growth Strategy’s Top Contributor: Monolithic Power Systems (MPWR)

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

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September 27 - Hedge Fund Investor Letters, News

Casey’s General Stores (CASY) is Benefiting from its Aggressive Reinvestment

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

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September 27 - Hedge Fund Investor Letters, News

BJ’s Wholesale Club (BJ) Continues to Surpass Expectations

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

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September 27 - Hedge Fund Investor Letters, News

Here’s Why Lokey (HLI) Rose in Q2

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

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September 27 - Hedge Fund Investor Letters, News

Shift4 Payments (FOUR) Surged after Increased Guidance

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

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September 27 - Hedge Fund Investor Letters, News

Do You Believe in Rubrik’s (RBRK) Growth Prospects?

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

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September 27 - Hedge Fund Investor Letters, News

Here’s How WillScot Mobile Mini (WSC) May Weather Near-Term Headwinds

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

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September 27 - Hedge Fund Investor Letters, News

ClearBridge Investments SMID Cap Growth Strategy’s Q2 2024 Investor Letter

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

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September 27 - Hedge Fund Investor Letters, News

Several Headwinds Pulled Back Coty (COTY) in Q2

Columbia Threadneedle Investments, an investment management company, released its Columbia Contrarian Core Fund second quarter 2024 investor letter.

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September 27 - Hedge Fund Investor Letters, News

Disappointing Earnings Dragged Sysco Corporation (SYY) in Q2

Columbia Threadneedle Investments, an investment management company, released its Columbia Contrarian Core Fund second quarter 2024 investor letter.

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September 27 - Hedge Fund Investor Letters, News

Pinterest (PINS) Surged After Earnings Release

Columbia Threadneedle Investments, an investment management company, released its Columbia Contrarian Core Fund second quarter 2024 investor letter.

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September 27 - Hedge Fund Investor Letters, News

Here’s Why Apple (AAPL) Rose at the End of Q2

Columbia Threadneedle Investments, an investment management company, released its Columbia Contrarian Core Fund second quarter 2024 investor letter.

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September 27 - Hedge Fund Investor Letters, News

Block (SQ) Slid Due to Negative Investor Sentiment

Columbia Threadneedle Investments, an investment management company, released its Columbia Contrarian Core Fund second quarter 2024 investor letter.

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September 27 - Hedge Fund Investor Letters, News

Columbia Contrarian Core Fund’s Q2 2024 Investor Letter

Columbia Threadneedle Investments, an investment management company, released its "Columbia Contrarian Core Fund" second quarter 2024 investor letter.

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September 27 - Hedge Fund Investor Letters, News

What Makes Manhattan Associates (MANH) an Investment Choice?

Baird Equity Asset Management, an investment management company, released its “Baird Mid Cap Growth Equity Strategy” second quarter 2024 investor letter.

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September 27 - Hedge Fund Investor Letters, News

Does Dutch Bros (BROS) Have a Long Runway for Growth?

Baird Equity Asset Management, an investment management company, released its “Baird Mid Cap Growth Equity Strategy” second quarter 2024 investor letter.

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September 26 - Hedge Fund Investor Letters, News

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