Is Blackstone (BX) a Smart Long-Term Buy?
Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Aristotle Capital Management Value Equity Fund” first quarter...
Hedge Fund Investor Letters
Is Atmos Energy (ATO) a Smart Long-Term Investment?
Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Aristotle Capital Management Value Equity Fund” first quarter...
Here’s Why Aristotle Capital Exited its Johnson Controls (JCI) Position
Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Aristotle Capital Management Value Equity Fund” first quarter...
AZEK Company Landed in Baron Funds’ Detractor List
Baron Funds, an asset management firm, published its “Baron Real Estate Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.
Baron Fund: “Six Flags (SIX) May Reach $70 or 80% Higher than its Recent Price”
Baron Funds, an asset management firm, published its “Baron Real Estate Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.
Is it a Wise Choice to Invest in Jones Lang LaSalle (JLL)?
Baron Funds, an asset management firm, published its “Baron Real Estate Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.
Baron Funds: “CBRE Group is Well-Positioned to Benefit From Long-Term Growth Opportunities”
Baron Funds, an asset management firm, published its “Baron Real Estate Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.
Is it a Great Choice to Acquire Howard Hughes Corporation (HHC) Shares?
Baron Funds, an asset management firm, published its “Baron Real Estate Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.
Baron Funds: “MGM Resorts is Valued at a Significant Discount”
Baron Funds, an asset management firm, published its “Baron Real Estate Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.
Should You Still Consider Investing in Chubb (CB)?
Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Aristotle Capital Management Value Equity Fund” first quarter...
Here’s Why Aristotle Capital ‘Remains Excited’ about Corteva (CTVA)
Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Aristotle Capital Management Value Equity Fund” first quarter...
Is it ‘Take Profit’ Time for Your East West (EWBC) Shares?
Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Aristotle Capital Management Value Equity Fund” first quarter...
Aristotle Capital Management Value Equity Fund’s Q1 2022 Investor Letter
Aristotle Capital Management, an independent/employee-owned investment management organization, published its “Aristotle Capital Management Value Equity Fund” first quarter...
Hedge Fund Investor Letters Q1 2022
We will be sharing Q1 2022 hedge fund investor letters in this article.
Baron Funds: “We Remain Optimistic About the Prospects for Boyd (BYD)’s Shares”
Baron Funds, an asset management firm, published its “Baron Real Estate Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.
Should You Consider Investing in Madison Square Garden Entertainment (MSGE)?
Baron Funds, an asset management firm, published its “Baron Real Estate Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.
Baron Funds: “We Believe Travel + Leisure (TNL)’s Shares are Attractively Valued”
Baron Funds, an asset management firm, published its “Baron Real Estate Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.
Here’s Why Baron Funds Trimmed its Simon Property Group (SPG) Stake
Baron Funds, an asset management firm, published its “Baron Real Estate Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.
Baron Funds: “Las Vegas Sands (LVS) Maintains a Liquid and Investment Grade Balance Sheet”
Baron Funds, an asset management firm, published its “Baron Real Estate Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.
Baron Funds: “GDS Holdings is Projected to Grow its Cash Flow 3 to 4 Times Faster”
Baron Funds, an asset management firm, published its “Baron Real Estate Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.
Baron Funds: “Public Storage (PSA)’s Shares are Currently Valued at a Discount”
Baron Funds, an asset management firm, published its “Baron Real Estate Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.
Baron Funds: “Vail (MTN)’s Shares are Now Attractively Valued”
Baron Funds, an asset management firm, published its “Baron Real Estate Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.
Is it Still a Good Move to Invest in Salesforce (CRM)?
Vulcan Value Partners, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Baron Funds: “Vertiv (VRT) Got Obliterated”
Baron Funds, an asset management firm, published its “Baron Small Cap Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.
Baron Funds Remains Optimistic in Mercury Systems (MRCY)
Baron Funds, an asset management firm, published its “Baron Small Cap Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.
Here’s What Makes HealthEquity (HQY) a Great Investment Choice
Baron Funds, an asset management firm, published its “Baron Small Cap Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.
Is it a Great Decision to Invest in WEX?
Baron Funds, an asset management firm, published its “Baron Small Cap Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.
Is it a Great Choice to Acquire Installed Building Products (IBP) Shares?
Baron Funds, an asset management firm, published its “Baron Small Cap Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.
Here’s What Makes Floor and Decor a Great Investment Option
Baron Funds, an asset management firm, published its “Baron Small Cap Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.
Baron Funds: “SiteOne (SITE) is a Special Company and Management Team”
Baron Funds, an asset management firm, published its “Baron Small Cap Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.
Here’s Why Baron Funds Remains Optimistic in Trex Company (TREX)
Baron Funds, an asset management firm, published its “Baron Small Cap Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.
Baron Funds: “We See Potential for Progyny (PGNY) to Grow its Top Line CAGR at Approximately 35%”
Baron Funds, an asset management firm, published its “Baron Small Cap Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.
Baron Funds: “Shift4 Payments (FOUR) is Not Yet Profitable and is Somewhat Capital Intensive”
Baron Funds, an asset management firm, published its “Baron Small Cap Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.
Baron Funds on PAYA: “We were Less Impressed by its Growth and Positioning”
Baron Funds, an asset management firm, published its “Baron Small Cap Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.
Vulcan Value Partners: “KKR is Positioned for Long-Term Success”
Vulcan Value Partners, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Vulcan Value Partners on Porch Group (PRCH): “Our Long-Term Thesis Remains Intact”
Vulcan Value Partners, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Here’s Why You Should Consider Investing in PROG Holdings (PRG)
Vulcan Value Partners, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Baron Small Cap Fund’s Q1 2022 Investor Letter
Baron Funds, an asset management firm, published its “Baron Small Cap Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.
Baron Real Estate Fund’s Q1 2022 Investor Letter
Baron Funds, an asset management firm, published its “Baron Real Estate Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.
Should You Still Consider FIGS as a Worthy Investment?
1 Main Capital, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Is it Still a Great Decision to Buy Carvana (CVNA) Shares?
Saga Partners, an investment management firm, published its first-quarter 2022investor letter – a copy of which can be downloaded here.
Would You Dare to Invest in Redfin (RDFN)?
Saga Partners, an investment management firm, published its first-quarter 2022investor letter – a copy of which can be downloaded here.
Here’s Why Splunk (SPLK) Landed in Saga Partners’ Top Performer List
Vulcan Value Partners, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
AppLovin Corp. (APP) Landed in Vulcan Value Partners’ Detractor List
Vulcan Value Partners, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Here’s Why Wayfair (W) Became One of Vulcan Value’s Top Detractor
Vulcan Value Partners, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Vulcan Value Partners: “Lam Research (LRCX)’s Fundamentals Remain Strong”
Vulcan Value Partners, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Vulcan Value Partners: “We Expect Meta (FB) to Return to Double-Digit Bottom Line Growth Next Year”
Vulcan Value Partners, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Here’s Why Vulcan Value Partners Reduced its Upstart (UPST) Stake
Vulcan Value Partners, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Vulcan Value Partners: “We Feel Qorvo (QRVO)’s Long-Term Prospects are Promising”
Vulcan Value Partners, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Vulcan Value Partners: “Cerence (CRNC)’s Competitive Moat Remains Unchanged”
Vulcan Value Partners, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
