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Hedge Fund Investor Letters

Is Endava plc (DAVA) a Lucrative Investment?

White Falcon Capital Management, an investment fund manager, released its second quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 6 - Hedge Fund Investor Letters, News

What Makes EPAM Systems (EPAM) an Attractive Investment?

White Falcon Capital Management, an investment fund manager, released its second quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 6 - Hedge Fund Investor Letters, News

White Falcon Capital Management’s Q2 2024 Investor Letter

White Falcon Capital Management, an investment fund manager, released its second quarter 2024 investor letter. It was a difficult quarter for the fund.

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September 6 - Hedge Fund Investor Letters, News

Veeva Systems (VEEV) Fell on Decreased Revenue Guidance

Investment advisory firm Ithaka Group released the “Ithaka US Growth Strategy” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 6 - Hedge Fund Investor Letters, News

Apple (AAPL) Rose in Anticipation of the Incorporation of AI in iPhone 16

Investment advisory firm Ithaka Group released the “Ithaka US Growth Strategy” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 6 - Hedge Fund Investor Letters, News

Here’s Why NVIDIA Corporation (NVDA) Appreciated in Q2

Investment advisory firm Ithaka Group released the “Ithaka US Growth Strategy” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 6 - Hedge Fund Investor Letters, News

Here’s Why Salesforce (CRM) Traded Lower in Q2

Investment advisory firm Ithaka Group released the “Ithaka US Growth Strategy” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 5 - Hedge Fund Investor Letters, News

Here’s Why DexCom (DXCM) Fell in Q2

Investment advisory firm Ithaka Group released the “Ithaka US Growth Strategy” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 5 - Hedge Fund Investor Letters, News

Here are the Factors that Boosted Amazon.com (AMZN) in Q2

Investment advisory firm Ithaka Group released the “Ithaka US Growth Strategy” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 5 - Hedge Fund Investor Letters, News

Ithaka US Growth Strategy’s Q2 2024 Investor Letter

Investment advisory firm Ithaka Group released the “Ithaka US Growth Strategy” second-quarter 2024 investor letter.

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September 5 - Hedge Fund Investor Letters, News

What Makes Onto Innovation (ONTO) an Investment Bet?

Artisan Partners, an investment management company, released its “Artisan Global Discovery Fund” second quarter 2024 investor letter.

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September 5 - Hedge Fund Investor Letters, News

Should You Invest in Elastic N.V. (ESTC)?

Artisan Partners, an investment management company, released its “Artisan Global Discovery Fund” second quarter 2024 investor letter.

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September 5 - Hedge Fund Investor Letters, News

Is Saia (SAIA) an Attractively Valued Stock?

Artisan Partners, an investment management company, released its “Artisan Global Discovery Fund” second quarter 2024 investor letter.

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September 5 - Hedge Fund Investor Letters, News

Artisan Partners Global Discovery Fund’s Q2 2024 Investor Letter

Artisan Partners, an investment management company, released its “Artisan Global Discovery Fund” second quarter 2024 investor letter.

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September 5 - Hedge Fund Investor Letters, News

Is this the Right Time to Purchase PayPal Holdings (PYPL)?

Artisan Partners, an investment management company, released its “Artisan Value Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 5 - Hedge Fund Investor Letters, News

Here’s Why Koninklijke Philips N.V. (PHG) is on the Biggest Gainers List of Artisan Value Fund

Artisan Partners, an investment management company, released its “Artisan Value Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 5 - Hedge Fund Investor Letters, News

Is Diageo plc (DEO) a High-Quality Compounder?

Artisan Partners, an investment management company, released its “Artisan Value Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 5 - Hedge Fund Investor Letters, News

Artisan Partners Value Fund’s Q2 2024 Investor Letter

Artisan Partners, an investment management company, released its “Artisan Value Fund” second quarter 2024 investor letter.

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September 5 - Hedge Fund Investor Letters, News

River Oaks Capital’s Views on its Investment in Bebe stores (BEBE)

River Oaks Capital, an investment management company, released its second-quarter investor letter.  A copy of the letter can be downloaded here.

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September 5 - Hedge Fund Investor Letters, News

Jack in the Box (JACK) Fell Due to a Delay in the New Unit Opening Plan

Chartwell Investment Partners, LLC, an affiliate of Carillon Tower Advisers, Inc., released the “Carillon Chartwell Small Cap Value Fund” second quarter 2024 investor letter...

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September 5 - Hedge Fund Investor Letters, News

Here’s Why Enovis Corporation (ENOV) Slipped in Q2

Chartwell Investment Partners, LLC, an affiliate of Carillon Tower Advisers, Inc., released the “Carillon Chartwell Small Cap Value Fund” second quarter 2024 investor letter...

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September 5 - Hedge Fund Investor Letters, News

Disappointing Results and Earnings Guidance Dragged Columbus McKinnon Corporation (CMCO)

Chartwell Investment Partners, LLC, an affiliate of Carillon Tower Advisers, Inc., released the “Carillon Chartwell Small Cap Value Fund” second quarter 2024 investor letter...

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September 5 - Hedge Fund Investor Letters, News

Investors’ Confidence Lifted AAR Corp. (AIR) in Q2

Chartwell Investment Partners, LLC, an affiliate of Carillon Tower Advisers, Inc., released the “Carillon Chartwell Small Cap Value Fund” second quarter 2024 investor letter...

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September 5 - Hedge Fund Investor Letters, News

Cinemark Holdings (CNK) Surged on Strong Results

Chartwell Investment Partners, LLC, an affiliate of Carillon Tower Advisers, Inc., released the “Carillon Chartwell Small Cap Value Fund” second quarter 2024 investor letter...

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September 5 - Hedge Fund Investor Letters, News

Merger News Boosted Six Flags Entertainment Corporation (FUN) in Q2

Chartwell Investment Partners, LLC, an affiliate of Carillon Tower Advisers, Inc., released the “Carillon Chartwell Small Cap Value Fund” second quarter 2024 investor letter...

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September 5 - Hedge Fund Investor Letters, News

PRA Group (PRAA) Declined Due to Investors’ Concerns

Chartwell Investment Partners, LLC, an affiliate of Carillon Tower Advisers, Inc., released the “Carillon Chartwell Small Cap Value Fund” second quarter 2024 investor letter...

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September 5 - Hedge Fund Investor Letters, News

Rush Enterprises (RUSHA) Slid in Q2 Due to Weak Industry Sales

Chartwell Investment Partners, LLC, an affiliate of Carillon Tower Advisers, Inc., released the “Carillon Chartwell Small Cap Value Fund” second quarter 2024 investor letter...

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September 5 - Hedge Fund Investor Letters, News

Several Factors Boosted Primo Water Corporation (PRMW) in Q2

Chartwell Investment Partners, LLC, an affiliate of Carillon Tower Advisers, Inc., released the “Carillon Chartwell Small Cap Value Fund” second quarter 2024 investor letter...

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September 4 - Hedge Fund Investor Letters, News

Carillon Chartwell Small Cap Value Fund’s Q2 2024 Investor Letter

Chartwell Investment Partners, LLC, an affiliate of Carillon Tower Advisers, Inc., released the “Carillon Chartwell Small Cap Value Fund” second quarter 2024 investor letter...

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September 4 - Hedge Fund Investor Letters, News

Here’s What Weighed on Advanced Micro Devices (AMD) Shares

Fred Alger Management, an investment management company, released its “Alger Spectra Fund” second quarter 2024 investor letter.

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September 4 - Hedge Fund Investor Letters, News

Here’s Why DraftKings (DKNG) Slipped in Q2

Fred Alger Management, an investment management company, released its “Alger Spectra Fund” second quarter 2024 investor letter.

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September 4 - Hedge Fund Investor Letters, News

Mixed Quarterly Results Impacted Martin Marietta Materials (MLM) in Q2

Fred Alger Management, an investment management company, released its “Alger Spectra Fund” second quarter 2024 investor letter.

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September 4 - Hedge Fund Investor Letters, News

Does Microsoft Corporation (MSFT) Have The Potential To Hold a Leading Position In AI?

Fred Alger Management, an investment management company, released its “Alger Spectra Fund” second quarter 2024 investor letter.

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September 4 - Hedge Fund Investor Letters, News

NVIDIA Corporation (NVDA) Reported Solid Results and Strong Demand

Fred Alger Management, an investment management company, released its “Alger Spectra Fund” second quarter 2024 investor letter. In 2024’s second quarter, U.S.

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September 4 - Hedge Fund Investor Letters, News

Strong Results Boosted Amazon.com (AMZN)

Fred Alger Management, an investment management company, released its “Alger Spectra Fund” second quarter 2024 investor letter. In 2024's second quarter, U.S.

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September 4 - Hedge Fund Investor Letters, News

Alger Spectra Fund’s Q2 2024 Investor Letter

Fred Alger Management, an investment management company, released its “Alger Spectra Fund” second quarter 2024 investor letter. In 2024's second quarter, U.S.

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September 4 - Hedge Fund Investor Letters, News

Here’s Why Bruker Corporation (BRKR) Fell in Q2

Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” second quarter 2024 investor letter.

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September 4 - Hedge Fund Investor Letters, News

Several Factors Negatively Impacted Viking Therapeutics (VKTX) in Q2

Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” second quarter 2024 investor letter.

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September 4 - Hedge Fund Investor Letters, News

Better-Than Expected Result Lifted Pinterest (PINS) in Q2

Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” second quarter 2024 investor letter.

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September 4 - Hedge Fund Investor Letters, News

Alger Mid Cap Focus Fund’s Q2 2024 Investor Letter

Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” second quarter 2024 investor letter. U.S.

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September 4 - Hedge Fund Investor Letters, News

Will Spotify Technology S.A. (SPOT) be Able to Improve its Value Proposition?

Baron Funds, an investment management firm, released its “Focused Growth Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 4 - Hedge Fund Investor Letters, News

Here’s Why Krispy Kreme (DNUT) Detracted in Q2

Baron Funds, an investment management firm, released its “Focused Growth Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 4 - Hedge Fund Investor Letters, News

Red Rock Resorts (RRR) Fell Due To Slower Than Expected Growth

Baron Funds, an investment management firm, released its “Focused Growth Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 4 - Hedge Fund Investor Letters, News

Decelerated Revenue Growth Dragged Hyatt Hotels Corporation (H) in Q2

Baron Funds, an investment management firm, released its “Focused Growth Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.

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September 4 - Hedge Fund Investor Letters, News

Baron Focused Growth Fund’s Q2 2024 Investor Letter

Baron Funds, an investment management firm, released its “Focused Growth Fund” second quarter 2024 investor letter.

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September 4 - Hedge Fund Investor Letters, News

How did the Acquisition Impact Logan Ridge Financial (LRFC)?

River Oaks Capital, an investment management company, released its second-quarter investor letter.  A copy of the letter can be downloaded here.

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September 4 - Hedge Fund Investor Letters, News

Is America’s Car Mart (CRMT) Going Through the Toughest Down Cycles?

River Oaks Capital, an investment management company, released its second-quarter investor letter.  A copy of the letter can be downloaded here.

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September 4 - Hedge Fund Investor Letters, News

Galaxy Gaming (GLXZ) Was Sold To Evolution Gaming

River Oaks Capital, an investment management company, released its second-quarter investor letter.  A copy of the letter can be downloaded here.

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September 4 - Hedge Fund Investor Letters, News

Is Fitlife Brands (FTLF) an Attractively Valued Stock?

River Oaks Capital, an investment management company, released its second-quarter investor letter.  A copy of the letter can be downloaded here.

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September 4 - Hedge Fund Investor Letters, News

Should You Maintain Your Stake in Nicholas Financial (NICK)?

River Oaks Capital, an investment management company, released its second-quarter investor letter.  A copy of the letter can be downloaded here.

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September 3 - Hedge Fund Investor Letters, News

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