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Hedge Fund Investor Letters

Should You Maintain Your Position in Remitly Global (RELY)?

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

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September 16 - Hedge Fund Investor Letters, News

Meridian Growth Fund’s Q2 2024 Investor Letter

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

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September 16 - Hedge Fund Investor Letters, News

LeMaitre Vascular (LMAT) Surged Due to Robust Global Markets

Scout Investments, Inc, an affiliate of Carillon Tower Advisers, released the “Carillon Scout Small Cap Fund” second quarter 2024 investor letter.

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September 16 - Hedge Fund Investor Letters, News

Installed Building Products (IBP) Declined on Concerns Over Higher Interest Rate

Scout Investments, Inc, an affiliate of Carillon Tower Advisers, released the “Carillon Scout Small Cap Fund” second quarter 2024 investor letter.

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September 16 - Hedge Fund Investor Letters, News

Here’s Why Global Industrial Company (GIC) Fell in Q2

Scout Investments, Inc, an affiliate of Carillon Tower Advisers, released the “Carillon Scout Small Cap Fund” second quarter 2024 investor letter.

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September 16 - Hedge Fund Investor Letters, News

Reasons for the Fall of Insperity (NSP) Stock in Q2

Scout Investments, Inc, an affiliate of Carillon Tower Advisers, released the “Carillon Scout Small Cap Fund” second quarter 2024 investor letter.

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September 16 - Hedge Fund Investor Letters, News

Supernus Pharmaceuticals (SUPN) Slid on Disappointing Progress Report on a Key Drug

Scout Investments, Inc, an affiliate of Carillon Tower Advisers, released the “Carillon Scout Small Cap Fund” second quarter 2024 investor letter.

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September 16 - Hedge Fund Investor Letters, News

Increased Demand Driven by AI Lifted Credo Technology Group Holding Ltd (CRDO) in Q2

Scout Investments, Inc, an affiliate of Carillon Tower Advisers, released the “Carillon Scout Small Cap Fund” second quarter 2024 investor letter.

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September 16 - Hedge Fund Investor Letters, News

Carillon Scout Small Cap Fund’s Q2 2024 Investor Letter

Scout Investments, Inc, an affiliate of Carillon Tower Advisers, released the “Carillon Scout Small Cap Fund” second quarter 2024 investor letter.

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September 16 - Hedge Fund Investor Letters, News

Is Asbury Automotive Group Inc (ABG) a Good Growth Opportunity?

Bonhoeffer Capital Management, an asset management company, released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 16 - Hedge Fund Investor Letters, News

What Offers Growth Opportunities for Millicom (TIGO)?

Bonhoeffer Capital Management, an asset management company, released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 16 - Hedge Fund Investor Letters, News

What Makes Builders Firstsource (BLDR) an Interesting Public Leverage Buyout?

Bonhoeffer Capital Management, an asset management company, released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 16 - Hedge Fund Investor Letters, News

Bonhoeffer Capital Management’s Q2 2024 Investor Letter

Bonhoeffer Capital Management, an asset management company, released its second-quarter 2024 investor letter.

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September 16 - Hedge Fund Investor Letters, News

Should You Invest in Turning Point Brands (TPB)?

Investment management company Maran Capital Management recently released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 16 - Hedge Fund Investor Letters, News

Is Clarus Corp (CLAR) an Asymmetric Stock?

Investment management company Maran Capital Management recently released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 16 - Hedge Fund Investor Letters, News

Horizon Kinetics Holding Corp (HKHC): Maran Capital Management’s Core Position

Investment management company Maran Capital Management recently released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 16 - Hedge Fund Investor Letters, News

Maran Capital Management’s Q2 2024 Investor Letter

Investment management company Maran Capital Management recently released its second-quarter 2024 investor letter.

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September 16 - Hedge Fund Investor Letters, News

Should You Believe in the Long-Term Potential of Sprout Social (SPT)?

Wasatch Global Investors, an asset management company, released its “Wasatch Small Cap Growth Strategy” second-quarter 2024 investor letter.

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September 16 - Hedge Fund Investor Letters, News

Is Addus HomeCare Corp. (ADUS) a Good Investment Choice?

Wasatch Global Investors, an asset management company, released its “Wasatch Small Cap Growth Strategy” second-quarter 2024 investor letter.

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September 16 - Hedge Fund Investor Letters, News

Here’s Why SiteOne Landscape Supply (SITE) Declined in Q2

Wasatch Global Investors, an asset management company, released its “Wasatch Small Cap Growth Strategy” second-quarter 2024 investor letter.

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September 16 - Hedge Fund Investor Letters, News

Is Five Below (FIVE) an Inexpensive Stock?

Wasatch Global Investors, an asset management company, released its “Wasatch Small Cap Growth Strategy” second-quarter 2024 investor letter.

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September 16 - Hedge Fund Investor Letters, News

Nova Ltd. (NVMI) Benefitted from Rapid Growth in AI

Wasatch Global Investors, an asset management company, released its “Wasatch Small Cap Growth Strategy” second-quarter 2024 investor letter.

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September 16 - Hedge Fund Investor Letters, News

Wasatch Global Investors Small Cap Growth Strategy’s Q2 2024 Investor Letter

Wasatch Global Investors, an asset management company, released its “Wasatch Small Cap Growth Strategy” second-quarter 2024 investor letter.

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September 12 - Hedge Fund Investor Letters, News

Do You Believe In the Long-Term Potential of Monolithic Power Systems (MPWR)?

TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter investor letter.

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September 12 - Hedge Fund Investor Letters, News

NICE Ltd (NICE) Fell With Overall Industry Weakness

TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter investor letter.

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September 12 - Hedge Fund Investor Letters, News

HashiCorp (HCP) Surged on Acquisition Offer

TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter investor letter.

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September 12 - Hedge Fund Investor Letters, News

Should You Expect Order Recovery for Regal Rexnord Corporation (RRX)?

TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter investor letter.

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September 12 - Hedge Fund Investor Letters, News

TimesSquare U.S. Mid Cap Growth Strategy Trimmed GFL Environmental (GFL) on Share Appreciation

TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter investor letter.

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September 12 - Hedge Fund Investor Letters, News

Here’s Why argenx SE (ARGX) Rose 9% in Q2

TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter investor letter.

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September 12 - Hedge Fund Investor Letters, News

What Makes DoorDash (DASH) a Good Investment?

TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter investor letter.

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September 12 - Hedge Fund Investor Letters, News

BJ’s Wholesale Club Holdings (BJ) Gained from Membership Fee Income

TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter investor letter.

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September 12 - Hedge Fund Investor Letters, News

TimesSquare U.S. Mid Cap Growth Strategy Sold Global Payments (GPN) in Q2. Here’s Why

TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter investor letter.

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September 12 - Hedge Fund Investor Letters, News

Here’s Why TimesSquare U.S. Mid Cap Growth Strategy Exited Five Below (FIVE)

TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter investor letter.

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September 12 - Hedge Fund Investor Letters, News

Here’s What Weighed on Stevanato Group S.p.A.’s (STVN) Results

TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter investor letter.

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September 12 - Hedge Fund Investor Letters, News

TimesSquare U.S. Mid Cap Growth Strategy Increased WEX (WEX) on Dip

TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter investor letter.

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September 12 - Hedge Fund Investor Letters, News

Here’s What Lifted Interactive Brokers Group (IBKR) in Q2

TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter investor letter.

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September 12 - Hedge Fund Investor Letters, News

TimesSquare Capital Management U.S. Mid Cap Growth Strategy’s Q2 2024 Investor Letter

TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter investor letter.

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September 12 - Hedge Fund Investor Letters, News

Reasons for the Strong Performance of Tenet Healthcare Corporation (THC)

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

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September 12 - Hedge Fund Investor Letters, News

Meridian Contrarian Fund Trimmed American Superconductor Corporation (AMSC) Following Strong Results

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

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September 12 - Hedge Fund Investor Letters, News

Will Brookfield Renewable Corporation (BEPC) Continue to Offer Attractive Value?

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

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September 12 - Hedge Fund Investor Letters, News

What Makes Perrigo Company plc (PRGO) an Attractive Bet?

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

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September 12 - Hedge Fund Investor Letters, News

Meridian Contrarian Fund Trimmed National Vision Holdings (EYE) in Q2. Here’s Why

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

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September 12 - Hedge Fund Investor Letters, News

Missed Earnings and Reduced Guidance Pulled Back Cerence (CRNC) in Q2

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

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September 12 - Hedge Fund Investor Letters, News

Meridian Contrarian Fund’s Q2 2024 Investor Letter

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

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September 12 - Hedge Fund Investor Letters, News

Dream Finders Homes (DFH) Fell Along with the Industry

Wasatch Global Investors, an asset management company, released its “Wasatch Micro-Cap Growth-U.S. Strategy” second-quarter 2024 investor letter.

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September 12 - Hedge Fund Investor Letters, News

Do You Believe in the Positive Long-Term Outlook of XPEL (XPEL)?

Wasatch Global Investors, an asset management company, released its “Wasatch Micro-Cap Growth-U.S. Strategy” second-quarter 2024 investor letter.

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September 12 - Hedge Fund Investor Letters, News

Here’s Why Wasatch Micro-Cap Growth-U.S. Strategy Sold Kadant (KAI)

Wasatch Global Investors, an asset management company, released its “Wasatch Micro-Cap Growth-U.S. Strategy” second-quarter 2024 investor letter.

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September 12 - Hedge Fund Investor Letters, News

Should You Continue Holding Boot Barn Holdings (BOOT)?

Wasatch Global Investors, an asset management company, released its “Wasatch Micro-Cap Growth-U.S. Strategy” second-quarter 2024 investor letter.

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September 12 - Hedge Fund Investor Letters, News

Silk Road Medical (SILK) Surged After the Acquisition News

Wasatch Global Investors, an asset management company, released its “Wasatch Micro-Cap Growth-U.S. Strategy” second-quarter 2024 investor letter.

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September 12 - Hedge Fund Investor Letters, News

Wasatch Global Investors Micro-Cap Growth-U.S. Strategy’s Q2 2024 Investor Letter

Wasatch Global Investors, an asset management company, released its “Wasatch Micro-Cap Growth-U.S. Strategy” second-quarter 2024 investor letter.

Keep Reading →

September 12 - Hedge Fund Investor Letters, News

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