Cedar Creek Partners Q1 2021 Investor Letter
Cedar Creek Partners recently released its Q1 2021 Investor Letter, a copy of which you can download here. The fund posted a return of 19.7% in the first...
Hedge Fund Investor Letters
Should You Be Tempted To ‘Sell’ Qualys (QLYS) Stock
Baron Discovery Fund recently published its first-quarter commentary – a copy of which can be downloaded here. During the first quarter of 2021, the...
Is It Too Late to Buy Sailpoint Technologies (SAIL) Stock?
Baron Discovery Fund recently published its first-quarter commentary – a copy of which can be downloaded here. During the first quarter of 2021, the...
Is It Too Late to Buy Tripadvisor (TRIP) Stock?
Baron Discovery Fund recently published its first-quarter commentary – a copy of which can be downloaded here. During the first quarter of 2021, the...
Here’s Why Artisan Partners Disposed its BWX Technologies (BWXT) Position
Artisan Partners, a high value-added investment management firm, published its ‘Artisan Small Cap Fund’ first quarter 2021 investor letter – a copy...
Is Colfax Corporation (CFX) A Smart Long-Term Buy?
Artisan Partners, a high value-added investment management firm, published its ‘Artisan Small Cap Fund’ first quarter 2021 investor letter – a copy...
Artisan International Took Profits in Schlumberger (SLB), Here’s Why
Artisan Partners, a high value-added investment management firm, published its ‘Artisan International Value Fund’ first quarter 2021 investor letter...
Here’s Why Fresenius Medical (FMS) Became One of Artisan International’s Worst Stock Performers
Artisan Partners, a high value-added investment management firm, published its ‘Artisan International Value Fund’ first quarter 2021 investor letter...
Artisan Remains Optimistic on the Longer-Term Profit Cycle Potential of NeoGenomics (NEO)
Artisan Partners, a high value-added investment management firm, published its ‘Artisan Small Cap Fund’ first quarter 2021 investor letter – a copy...
Artisan Small Cap on BlackLine (BL): “Growth Runway Remains Compelling”
Artisan Partners, a high value-added investment management firm, published its ‘Artisan Small Cap Fund’ first quarter 2021 investor letter – a copy...
Ollie’s Bargain Outlet (OLLI) Shines in Artisan Small Cap’s Q1 Portfolio
Artisan Partners, a high value-added investment management firm, published its ‘Artisan Small Cap Fund’ first quarter 2021 investor letter – a copy...
Artisan Partners: “We Believe Glaukos Corp. (GKOS) has Significant Profit-Cycle Potential”
Artisan Partners, a high value-added investment management firm, published its ‘Artisan Small Cap Fund’ first quarter 2021 investor letter – a copy...
Artisan Partners Increased its Casey’s General Stores (CASY) Stake, Here’s Why
Artisan Partners, a high value-added investment management firm, published its ‘Artisan Small Cap Fund’ first quarter 2021 investor letter – a copy...
Here’s Why Artisan Small Cap Purchased Array Technologies (ARRY)
Artisan Partners, a high value-added investment management firm, published its ‘Artisan Small Cap Fund’ first quarter 2021 investor letter – a copy...
Is Valmont Industries (VMI) A Smart Long-Term Buy?
Artisan Partners, a high value-added investment management firm, published its ‘Artisan Small Cap Fund’ first quarter 2021 investor letter – a copy...
Here’s Why ING Groep N.V. (ING) Became One of Artisan International’s Top Contributors
Artisan Partners, a high value-added investment management firm, published its ‘Artisan International Value Fund’ first quarter 2021 investor letter...
Is Power REIT (PW) A Smart Long-Term Buy?
Horos Asset Management, an investment management firm, published its first quarter 2021 investor letter – a copy of which can be downloaded here. A...
Here’s Why Horos Asset Management Sold its One Group Hospitality (STKS) Position
Horos Asset Management, an investment management firm, published its first quarter 2021 investor letter – a copy of which can be downloaded here. A...
Artisan Small Cap Fund’s Q1 2021 Investor Letter
Artisan Partners, a high value-added investment management firm, published its ‘Artisan Small Cap Fund’ first quarter 2021 investor letter – a copy...
Artisan International Value Fund’s Q1 2021 Investor Letter
Artisan Partners, a high value-added investment management firm, published its ‘Artisan International Value Fund’ first quarter 2021 investor letter...
Hedge Fund Investor Letters Q1 2021
We will be sharing Q1 2021 hedge fund investor letters in this article. Letters and Updates Headwaters Capital ($AFG, $TREE) Del Principe O’Brien Financial...
Is It Too Late to Buy Ping Identity Holding Corp. (PING) Stock?
Baron Discovery Fund recently published its first-quarter commentary – a copy of which can be downloaded here. During the first quarter of 2021, the...
Should You Buy Silk Road Medical (SILK) Stock on Dips?
Baron Discovery Fund recently published its first-quarter commentary – a copy of which can be downloaded here. During the first quarter of 2021, the...
Is It Too Late to Buy Kinsale Capital Group (KNSL) Stock?
Baron Discovery Fund recently published its first-quarter commentary – a copy of which can be downloaded here. During the first quarter of 2021, the...
Here’s Why Horos Asset Management Sold its Baidu (BIDU) Stake
Horos Asset Management, an investment management firm, published its first quarter 2021 investor letter – a copy of which can be downloaded here. A...
Should You Consider Investing in The Cheesecake Factory (CAKE)?
Baron Funds, an asset management firm, published its “Baron Small Cap Fund” first quarter 2021 investor letter – a copy of which can be downloaded...
Is BWX Technologies Inc. (BWXT) A Smart Long-Term Buy?
Kinsman Oak Capital Partners, an investment management firm, published its “Kinsman Oak Equity Fund” first quarter 2021 investor letter – a copy...
Here’s Why Kinsman Oak Disposed its SPDR Gold (GLD) Position
Kinsman Oak Capital Partners, an investment management firm, published its “Kinsman Oak Equity Fund” first quarter 2021 investor letter – a copy...
Is EPAM Systems (EPAM) A Smart Long-Term Buy?
Baron Funds, an asset management firm, published its “Baron FinTech Fund” first quarter 2021 investor letter – a copy of which can be downloaded...
Baron FinTech Fund: “We See a Long Runway for Growth in S and P Global (SPGI)”
Baron Funds, an asset management firm, published its “Baron FinTech Fund” first quarter 2021 investor letter – a copy of which can be downloaded...
Baron Funds: “Grid Dynamics (GDYN) has Unique Capabilities and a Long Runway for Growth”
Baron Funds, an asset management firm, published its “Baron FinTech Fund” first quarter 2021 investor letter – a copy of which can be downloaded...
Here’s Why MercadoLibre Inc. (MELI) Landed in Baron FinTech’s Detractor List
Baron Funds, an asset management firm, published its “Baron FinTech Fund” first quarter 2021 investor letter – a copy of which can be downloaded...
Here’s Why Baron FinTech Sold its Rocket Companies (RKT) Position
Baron Funds, an asset management firm, published its “Baron FinTech Fund” first quarter 2021 investor letter – a copy of which can be downloaded...
Is TransUnion (TRU) Still A Good Investment Choice?
Baron Funds, an asset management firm, published its “Baron FinTech Fund” first quarter 2021 investor letter – a copy of which can be downloaded...
BlackRock (BLK) A Smart Long-Term Buy?
Baron Funds, an asset management firm, published its “Baron FinTech Fund” first quarter 2021 investor letter – a copy of which can be downloaded...
Should You Consider Investing in Endava (DAVA)?
Baron Funds, an asset management firm, published its “Baron FinTech Fund” first quarter 2021 investor letter – a copy of which can be downloaded...
Here’s Why Baron Small Cap Fund Thinks Building Products (IBP) is Cheap
Baron Funds, an asset management firm, published its “Baron Small Cap Fund” first quarter 2021 investor letter – a copy of which can be downloaded...
Is ASGN Incorporated (ASGN) A Good Investment Choice?
Baron Funds, an asset management firm, published its “Baron Small Cap Fund” first quarter 2021 investor letter – a copy of which can be downloaded...
Here’s Why Mercury Systems (MRCY) Became One of Baron Funds’ Top Detractors
Baron Funds, an asset management firm, published its “Baron Small Cap Fund” first quarter 2021 investor letter – a copy of which can be downloaded...
Here’s Why Baron Small Cap Trimmed its Trade Desk (TTD) Position
Baron Funds, an asset management firm, published its “Baron Small Cap Fund” first quarter 2021 investor letter – a copy of which can be downloaded...
Baron Funds Remains Optimistic in Array Technologies (ARRY), Here’s Why
Baron Funds, an asset management firm, published its “Baron Small Cap Fund” first quarter 2021 investor letter – a copy of which can be downloaded...
Is Driven Brands Holdings (DRVN) A Smart Long-Term Buy?
Baron Funds, an asset management firm, published its “Baron Small Cap Fund” first quarter 2021 investor letter – a copy of which can be downloaded...
Baron Small Cap Fund: “E2open (ETWO) Will Be a Steady Earnings Compounder”
Baron Funds, an asset management firm, published its “Baron Small Cap Fund” first quarter 2021 investor letter – a copy of which can be downloaded...
Is Shoals Technologies Group (SHLS) A Smart Long-Term Buy?
Baron Funds, an asset management firm, published its “Baron Small Cap Fund” first quarter 2021 investor letter – a copy of which can be downloaded...
Here’s Why Baron Funds Sold its Fiverr International Ltd. (FVRR) Position
Baron Funds, an asset management firm, published its “Baron Small Cap Fund” first quarter 2021 investor letter – a copy of which can be downloaded...
Should You Consider Investing in AerCap Holdings (AER)?
Horos Asset Management, an investment management firm, published its first quarter 2021 investor letter – a copy of which can be downloaded here. A...
Is Brookfield Property Partners (BPY) A Good Investment Choice?
Horos Asset Management, an investment management firm, published its first quarter 2021 investor letter – a copy of which can be downloaded here. A...
Polen Capital: SAP SE (SAP) Remains a High Conviction Investment for the Portfolio
Polen Capital, an investment management firm, published its “Polen International Growth” first quarter 2021 investor letter – a copy of which can...
Here’s Why Polen Capital Exited its Check Point Software (CHKP) Position
Polen Capital, an investment management firm, published its “Polen International Growth” first quarter 2021 investor letter – a copy of which can...
Polen Capital: “New Oriental (EDU) Remains Poised to Grow Earnings at 25% Annual Rate”
Polen Capital, an investment management firm, published its “Polen International Growth” first quarter 2021 investor letter – a copy of which can...
