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Hedge Fund Investor Letters

Here’s What Lifted Oracle Corporation (ORCL) in Q2

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

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September 26 - Hedge Fund Investor Letters, News

Parnassus Investments Value Equity Fund’s Q2 2024 Investor Letter

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

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September 26 - Hedge Fund Investor Letters, News

Clearbridge Small Cap Value Strategy Discussed the Rising Risk from CEO Compensation, Referring Tesla (TSLA)

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

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September 26 - Hedge Fund Investor Letters, News

Caterpillar (CAT) Fell Due to a Decline in Dealer Inventories

Diamond Hill Capital, an investment management company, released its “Large Cap Concentrated Strategy” second-quarter 2024 investor letter.

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September 26 - Hedge Fund Investor Letters, News

Here’s Why General Motors Company (GM) Rose in Q2

Diamond Hill Capital, an investment management company, released its “Large Cap Concentrated Strategy” second-quarter 2024 investor letter.

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September 26 - Hedge Fund Investor Letters, News

Should You Hold The Allstate Corporation (ALL)?

Diamond Hill Capital, an investment management company, released its “Large Cap Concentrated Strategy” second-quarter 2024 investor letter.

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September 25 - Hedge Fund Investor Letters, News

Do You Believe In The Home Depot’s (HD) Long-Term Growth Prospects?

Diamond Hill Capital, an investment management company, released its “Large Cap Concentrated Strategy” second-quarter 2024 investor letter.

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September 25 - Hedge Fund Investor Letters, News

Diamond Hill Capital Large Cap Concentrated Strategy’s Q2 2024 Investor Letter

Diamond Hill Capital, an investment management company, released its “Large Cap Concentrated Strategy” second-quarter 2024 investor letter.

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September 25 - Hedge Fund Investor Letters, News

Here’s Why Bank of America Corporation (BAC) Rose in Q2

Diamond Hill Capital, an investment management company, released its “Large Cap Strategy” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 25 - Hedge Fund Investor Letters, News

Extra Space Storage (EXR) Rose Along With Storage Companies

Diamond Hill Capital, an investment management company, released its “Large Cap Strategy” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 25 - Hedge Fund Investor Letters, News

ConocoPhillips (COP) Fell Due to Lower Oil Prices

Diamond Hill Capital, an investment management company, released its “Large Cap Strategy” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 25 - Hedge Fund Investor Letters, News

Slower Consumer Spending Dragged Target Corporation (TGT) in Q2

Diamond Hill Capital, an investment management company, released its “Large Cap Strategy” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 25 - Hedge Fund Investor Letters, News

Robust Results Lifted Alphabet (GOOG) in Q2

Diamond Hill Capital, an investment management company, released its “Large Cap Strategy” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 25 - Hedge Fund Investor Letters, News

Diamond Hill Capital Large Cap Strategy’s Q2 2024 Investor Letter

Diamond Hill Capital, an investment management company, released its “Large Cap Strategy” second-quarter 2024 investor letter.

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September 25 - Hedge Fund Investor Letters, News

Does Ulta Beauty (ULTA) Have a Strong Position in the Beauty Market?

Diamond Hill Capital, an investment management company, released its “Long-Short Fund” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 25 - Hedge Fund Investor Letters, News

Should You Invest in Lamb Weston Holdings (LW)?

Diamond Hill Capital, an investment management company, released its “Long-Short Fund” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 25 - Hedge Fund Investor Letters, News

Taiwan Semiconductor Manufacturing Company Limited (TSM) Surged on Solid Demand

Diamond Hill Capital, an investment management company, released its “Long-Short Fund” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 25 - Hedge Fund Investor Letters, News

Here’s Why Diamond Hill Long-Short Fund Benefitted from its Short Position Alarm.com Holdings (ALRM)

Diamond Hill Capital, an investment management company, released its “Long-Short Fund” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 25 - Hedge Fund Investor Letters, News

Diamond Hill Long-Short Fund Initiated a Short Position in Deckers Outdoor Corporation (DECK)

Diamond Hill Capital, an investment management company, released its “Long-Short Fund” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 25 - Hedge Fund Investor Letters, News

What Makes Doximity (DOCS) a Good Short Position?

Diamond Hill Capital, an investment management company, released its “Long-Short Fund” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 25 - Hedge Fund Investor Letters, News

Here’s Why Diamond Hill Long-Short Fund’s Short Position GameStop Corp. (GME) Detracted in Q2

Diamond Hill Capital, an investment management company, released its “Long-Short Fund” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 25 - Hedge Fund Investor Letters, News

Diamond Hill Long-Short Fund Profits from Short Position in WD-40 Company (WDFC) Following Disappointing Quarterly Earnings

Diamond Hill Capital, an investment management company, released its “Long-Short Fund” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 25 - Hedge Fund Investor Letters, News

Diamond Hill Capital Long-Short Fund’s Q2 2024 Investor Letter

Diamond Hill Capital, an investment management company, released its “Long-Short Fund” second-quarter 2024 investor letter.

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September 25 - Hedge Fund Investor Letters, News

Robust Quarterly Result Lifted Lantheus (LNTH) in Q2

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

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September 25 - Hedge Fund Investor Letters, News

Does Corcept Therapeutics (CORT) Have a Long Runway for Growth?

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

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September 25 - Hedge Fund Investor Letters, News

Here’s Why ClearBridge Small Cap Value Strategy Sold Unum Group (UNM)

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

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September 24 - Hedge Fund Investor Letters, News

What Makes Criteo (CRTO) an Attractive Pick?

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

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September 24 - Hedge Fund Investor Letters, News

Should You Invest in SkyWest (SKYW)?

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

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September 24 - Hedge Fund Investor Letters, News

Here’s Why ClearBridge Small Cap Value Strategy Decided to Sell Forward Air (FWRD)

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

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September 24 - Hedge Fund Investor Letters, News

Reasons for the Pull Back of Eagle Materials (EXP) in Q2

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

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September 24 - Hedge Fund Investor Letters, News

ClearBridge Investments Small Cap Value Strategy’s Q2 2024 Investor Letter

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

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September 24 - Hedge Fund Investor Letters, News

ClearBridge All Cap Value Strategy’s New Addition: American Tower (AMT)

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

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September 24 - Hedge Fund Investor Letters, News

Should You Consider Investing in Wesco (WCC)?

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

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September 24 - Hedge Fund Investor Letters, News

Murphy USA (MUSA) Rose Due to Strong Performance

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

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September 24 - Hedge Fund Investor Letters, News

ClearBridge Investments All Cap Value Strategy’s Q2 2024 Investor Letter

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

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September 24 - Hedge Fund Investor Letters, News

Reasons for the Outperformance of Oracle Corporation (ORCL) in Q2

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

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September 24 - Hedge Fund Investor Letters, News

Howmet Aerospace (HWM) Surged in Q2. Here’s Why

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

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September 24 - Hedge Fund Investor Letters, News

Workday (WDAY) Fell on Reduced Guidance

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

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September 24 - Hedge Fund Investor Letters, News

Teleflex Incorporated (TFX) Fell Despite Reporting In-Line Results

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

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September 24 - Hedge Fund Investor Letters, News

Janus Henderson Contrarian Fund’s Q2 2024 Investor Letter

Janus Henderson Investors, an investment management company, released its “Janus Henderson Contrarian Fund” second quarter 2024 investor letter. The fund returned -1.92% ...

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September 24 - Hedge Fund Investor Letters, News

Should You Hold The Walt Disney Company (DIS)?

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Hedged Equity Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 24 - Hedge Fund Investor Letters, News

Here’s Why U.S. Bancorp (USB) Fell in Q2

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Hedged Equity Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 24 - Hedge Fund Investor Letters, News

What Makes Amazon.com (AMZN) a Lucrative Investment?

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Hedged Equity Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 24 - Hedge Fund Investor Letters, News

Vistra Corp. (VST) Rose After Earnings Beat Estimates

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Hedged Equity Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 24 - Hedge Fund Investor Letters, News

Here’s What Pushed Rivian Automotive (RIVN) in Q2

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Hedged Equity Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 24 - Hedge Fund Investor Letters, News

Meridian Hedged Equity Fund’s Q2 2024 Investor Letter

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Hedged Equity Fund” second quarter 2024 investor letter.

Keep Reading →

September 24 - Hedge Fund Investor Letters, News

Reasons for the Rise of Applied Materials (AMAT) in Q2

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

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September 23 - Hedge Fund Investor Letters, News

Apple’s (AAPL) Q2 Relative Performance Dropped Despite Gains

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

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September 23 - Hedge Fund Investor Letters, News

Do You Believe in the Long-Term Growth Prospects of Procore Technologies (PCOR)?

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

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September 23 - Hedge Fund Investor Letters, News

Should You Invest in Workday (WDAY)?

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

Keep Reading →

September 23 - Hedge Fund Investor Letters, News

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