Palo Alto Networks (PANW) Rose Due to its Focus on Larger Platform Contracts
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” second-quarter 2024 investor letter.
Hedge Fund Investor Letters
Here’s Why TimesSquare Capital Management U.S. Focus Growth Strategy Removed Legend Biotech Corporation (LEGN) from its Portfolio
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” second-quarter 2024 investor letter.
Higher Than Expected Guidance Lifted Amphenol Corporation (APH) in Q2
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” second-quarter 2024 investor letter.
Cencora (COR) Fell Due to Temporary Supply Constraints on Anti-Obesity Drugs
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” second-quarter 2024 investor letter.
Here’s Why Chemed Corporation (CHE) Declined in Q2
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” second-quarter 2024 investor letter.
Strong Results Lifted Verisk Analytics (VRSK) in Q2
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” second-quarter 2024 investor letter.
Do You Believe in the Growth Prospects of Teradyne (TER)?
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” second-quarter 2024 investor letter.
Here’s Why CrowdStrike Holdings (CRWD) Rose 20%
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” second-quarter 2024 investor letter.
Here’s Why Veeva Systems (VEEV) is Showing Weakness
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” second-quarter 2024 investor letter.
TimesSquare Capital Management U.S. Focus Growth Strategy’s Q2 2024 Investor Letter
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” second-quarter 2024 investor letter.
Should You Hold Exact Sciences Corporation (EXAS)?
Columbia Acorn Fund, distributed by Columbia Management Investment Distributors, released its second quarter 2024 investor letter. A copy of the fund can be downloaded here.
Is Five Below (FIVE) Stock a “Coiled Spring”?
Columbia Acorn Fund, distributed by Columbia Management Investment Distributors, released its second quarter 2024 investor letter. A copy of the fund can be downloaded here.
Is FTAI Aviation Ltd. (FTAI) a Good Growing Company?
Columbia Acorn Fund, distributed by Columbia Management Investment Distributors, released its second quarter 2024 investor letter. A copy of the fund can be downloaded here.
Several Headwinds Dragged Repligen Corporation (RGEN) in Q2
Columbia Acorn Fund, distributed by Columbia Management Investment Distributors, released its second quarter 2024 investor letter. A copy of the fund can be downloaded here.
Is SPX Technologies (SPXC) a Worthy Investment?
Columbia Acorn Fund, distributed by Columbia Management Investment Distributors, released its second quarter 2024 investor letter. A copy of the fund can be downloaded here.
Natera (NTRA) Continued its Incremental Strong Results
Columbia Acorn Fund, distributed by Columbia Management Investment Distributors, released its second quarter 2024 investor letter. A copy of the fund can be downloaded here.
Insmed Incorporated (INSM) Surged Following Positive Data For its Drug
Columbia Acorn Fund, distributed by Columbia Management Investment Distributors, released its second quarter 2024 investor letter. A copy of the fund can be downloaded here.
Lowered Guidance and Disappointing Results Dragged Sprout Social (SPT) in Q2
Columbia Acorn Fund, distributed by Columbia Management Investment Distributors, released its second quarter 2024 investor letter. A copy of the fund can be downloaded here.
Columbia Acorn Fund’s Q2 2024 Investor Letter
Columbia Acorn Fund, distributed by Columbia Management Investment Distributors, released its second quarter 2024 investor letter.
Does Taiwan Semiconductor Manufacturing Company Limited (TSM) Stand to Benefit From Secular “Megatrends”?
Investment management company Ave Maria recently released its “Ave Maria World Equity Fund” second quarter 2024 investor letter.
Should You Hold Stevanato Group S.p.A. (STVN)?
Investment management company Ave Maria recently released its “Ave Maria World Equity Fund” second quarter 2024 investor letter.
Is SharkNinja (SN) a Worthy Investment?
Investment management company Ave Maria recently released its “Ave Maria World Equity Fund” second quarter 2024 investor letter.
Ave Maria World Equity Fund’s Q2 2024 Investor Letter
Investment management company Ave Maria recently released its “Ave Maria World Equity Fund” second quarter 2024 investor letter.
Should You Include Limbach Holdings (LMB) in Your Portfolio?
Wasatch Global Investors, an asset management company, released its “Wasatch Micro-Cap Value Strategy” second-quarter 2024 investor letter.
Should You Consider Selling Cross Country Healthcare (CCRN)?
Wasatch Global Investors, an asset management company, released its “Wasatch Micro-Cap Value Strategy” second-quarter 2024 investor letter.
Wasatch Global Investors Micro-Cap Value Strategy Sold Rapid7 (RPD) in Q2
Wasatch Global Investors, an asset management company, released its “Wasatch Micro-Cap Value Strategy” second-quarter 2024 investor letter.
What Makes Bowhead Specialty Holdings (BOW) an Investment Bet?
Wasatch Global Investors, an asset management company, released its “Wasatch Micro Cap Value Strategy” second-quarter 2024 investor letter.
Should You Hold Weave Communications (WEAV)?
Wasatch Global Investors, an asset management company, released its “Wasatch Micro Cap Value Strategy” second-quarter 2024 investor letter.
Landsea Homes Corp. (LSEA) Declined in Q2 Along with Interest Rate-Sensitive Housing Group
Wasatch Global Investors, an asset management company, released its “Wasatch Micro Cap Value Strategy” second-quarter 2024 investor letter.
Multiple Reasons for the Surge of SiTime Corp. (SITM) in Q2
Wasatch Global Investors, an asset management company, released its “Wasatch Micro Cap Value Strategy” second-quarter 2024 investor letter.
Champion Homes (SKY) Fell Due to Investors’ Concerns Over Higher Interest Rates
Wasatch Global Investors, an asset management company, released its “Wasatch Micro Cap Value Strategy” second-quarter 2024 investor letter.
Veeco Instruments (VECO) Demonstrates Solid Fundamentals And Reasonable Valuation
Wasatch Global Investors, an asset management company, released its “Wasatch Micro-Cap Value Strategy” second-quarter 2024 investor letter.
Strong Earnings Report Lifted Mama’s Creations (MAMA) in Q2
Wasatch Global Investors, an asset management company, released its “Wasatch Micro Cap Value Strategy” second-quarter 2024 investor letter.
Wasatch Global Investors Micro-Cap Value Strategy’s Q2 2024 Investor Letter
Wasatch Global Investors, an asset management company, released its “Wasatch Micro-Cap Value Strategy” second-quarter 2024 investor letter.
Super Micro Computer (SMCI) Fell After Disappointing Earnings Guidance
Scout Investments, Inc, an affiliate of Carillon Tower Advisers, released the “Carillon Scout Mid Cap Fund” second quarter 2024 investor letter.
Builders FirstSource (BLDR) Fell Due to Slower Growth in the Housing Market
Scout Investments, Inc, an affiliate of Carillon Tower Advisers, released the “Carillon Scout Mid Cap Fund” second quarter 2024 investor letter.
Will TKO Group Holdings (TKO) be Able to Sustain the Growth?
Scout Investments, Inc, an affiliate of Carillon Tower Advisers, released the “Carillon Scout Mid Cap Fund” second quarter 2024 investor letter.
Here’s What Weighed on Brunswick Corporation (BC) Stock
Scout Investments, Inc, an affiliate of Carillon Tower Advisers, released the “Carillon Scout Mid Cap Fund” second quarter 2024 investor letter.
Here’s Why Texas Pacific Land Corporation (TPL) Rose in Q2
Scout Investments, Inc, an affiliate of Carillon Tower Advisers, released the “Carillon Scout Mid Cap Fund” second quarter 2024 investor letter.
Despite Disappointing Results, Dell Technologies (DELL) Rose in Q2
Scout Investments, Inc, an affiliate of Carillon Tower Advisers, released the “Carillon Scout Mid Cap Fund” second quarter 2024 investor letter.
What Makes AppLovin Corporation (APP) an Attractive Investment?
Scout Investments, Inc, an affiliate of Carillon Tower Advisers, released the “Carillon Scout Mid Cap Fund” second quarter 2024 investor letter.
Constructive Outlook and Solid Results Lifted Casey’s General Stores (CASY)
Scout Investments, Inc, an affiliate of Carillon Tower Advisers, released the “Carillon Scout Mid Cap Fund” second quarter 2024 investor letter.
Carillon Scout Mid Cap Fund’s Q2 2024 Investor Letter
Scout Investments, Inc, an affiliate of Carillon Tower Advisers, released the “Carillon Scout Mid Cap Fund” second quarter 2024 investor letter.
Here’s Why Unity Software (U) Stock Hit All-Time Lows
Hayden Capital, an investment management firm, released its second-quarter 2024 investment letter. A copy of the letter can be downloaded here.
Hayden Capital’s Thesis on its Investment in Applovin (APP)
Hayden Capital, an investment management firm, released its second-quarter 2024 investment letter. A copy of the letter can be downloaded here.
Will Pinduoduo (PDD) be Able to Pull Off the “Late-Mover” Strategy?
Hayden Capital, an investment management firm, released its second-quarter 2024 investment letter. A copy of the letter can be downloaded here.
What Makes Amazon.com (AMZN) a Growth Company?
Hayden Capital, an investment management firm, released its second-quarter 2024 investment letter. A copy of the letter can be downloaded here.
Hayden Capital’s Q2 2024 Investor Letter
Hayden Capital, an investment management firm, released its second-quarter 2024 investment letter. Driven by the core positions, the portfolio rose in the past few months.
What Makes United Parks & Resorts (PRKS) an Attractive Bet?
Voss Capital, LLC an investment management company, released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Voss Capital’s Q2 2024 Investor Letter
Voss Capital, LLC an investment management company, released its second-quarter 2024 investor letter.
