Hotchkis & Wiley Mid-Cap Value Fund’s Q1 2025 Investor Letter
Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Mid-Cap Value Fund” first quarter 2025 investor letter.
Hedge Fund Investor Letters
What Makes EMCOR Group (EME) a Good Investment?
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.
Here’s Why Gartner’s (IT) Shares Slipped in Q1
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.
Robust Results Lifted Cencora (COR) Amid Upgraded Outlook
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.
Should You Consider Increasing Your Holdings in CrowdStrike Holdings (CRWD)?
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.
Here’s What Fueled an 8% Lift of Verisk Analytics (VRSK)
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.
TimesSquare Capital FOCUS Growth Strategy Trimmed BJ’s Wholesale Club Holdings (BJ) on Price Appreciation
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.
O’Reilly Automotive’s (ORLY) Revenue Exceeded Expectations. Here’s why
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.
What Makes Waste Connections (WCN) a Resilient Business?
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.
TPG (TPG) Fell Despite Reporting Distributable Earnings Above Expectations
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.
TimesSquare Capital Management U.S. Focus Growth Strategy’s Q1 2025 Investor Letter
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.
Here’s Why Oracle Corporation (ORCL) Fell in Q1
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” first quarter 20245 investor letter.
Should You Consider Adding Starbucks Corporation (SBUX) to Your Portfolio?
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” first quarter 20245 investor letter.
Do You Believe in the Growth Trajectory of Aon plc (AON)?
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” first quarter 20245 investor letter.
Here’s Why Polen Focus Growth Strategy Exited Novo Nordisk A/S (NVO)
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” first quarter 20245 investor letter.
Polen Capital Focus Growth Strategy’s Q1 2025 Investor Letter
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” first quarter 20245 investor letter.
Will Veeco Instruments (VECO) Benefit from Semiconductor Evolution?
Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” first quarter 2025 investor letter.
Aristotle Small Cap Equity Strategy Sold ModivCare (MODV) Due to a Deteriorating Fundamental Outlook
Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” first quarter 2025 investor letter.
What Makes Agree Realty Corporation (ADC) an Investment Bet?
Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” first quarter 2025 investor letter.
Huron Consulting Group (HURN) Surged after Reporting Strong Results
Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” first quarter 2025 investor letter.
Do You Believe in the Growth Potential of Valvoline (VVV)?
Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” first quarter 2025 investor letter.
Aristotle Small Cap Equity Strategy Initiated a Position in Old National Bancorp (ONB) in Q1
Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” first quarter 2025 investor letter.
Rise in Gold Prices Lifted Alamos Gold (AGI) in Q1
Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” first quarter 2025 investor letter.
Should You Hold MACOM Technology Solutions (MTSI)?
Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” first quarter 2025 investor letter.
Here’s Why Columbus McKinnon (CMCO) Fell in Q1
Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” first quarter 2025 investor letter.
Aristotle Capital Small Cap Equity Strategy’s Q1 2025 Investor Letter
Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” first quarter 2025 investor letter.
Cameco Corporation (CCJ) Fell Following President Trump’s 10% Tariff on Canadian Energy Exports
Aristotle Capital Management, LLC, an investment management company, released its “Global Equity Strategy” first quarter 2025 investor letter.
Aristotle Capital Global Equity Strategy’s Q1 2025 Investor Letter
Aristotle Capital Management, LLC, an investment management company, released its “Global Equity Strategy” first quarter 2025 investor letter.
What Makes REV Group (REVG) a Good Investment?
Aberdeen Investments, an investment management company, released its “abrdn U.S. Small Cap Equity Fund” Q1 2025 investor letter.
Should You Consider Adding Mueller Water Products (MWA) to Your Portfolio?
Aberdeen Investments, an investment management company, released its “abrdn U.S. Small Cap Equity Fund” Q1 2025 investor letter.
abrdn U.S. Small Cap Equity Fund’s Q1 2025 Investor Letter
Aberdeen Investments, an investment management company, released its “abrdn U.S. Small Cap Equity Fund” Q1 2025 investor letter.
What Gives Brookfield Corporation (BN) Significant Opportunities for Growth?
Baron Funds, an investment management company, released its “Baron Real Estate Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
American Tower Corporation (AMT) Underpinned by Strong Demand Driven by Secular Growth in Mobile Data
Baron Funds, an investment management company, released its “Baron Real Estate Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Equinix (EQIX) a Best-in-Class Real Estate Company?
Baron Funds, an investment management company, released its “Baron Real Estate Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Las Vegas Sands Corp. (LVS) Declined on Investors’ Concerns
Baron Funds, an investment management company, released its “Baron Real Estate Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Digital Realty Trust (DLR) Slid on Normalization of Valuation
Baron Funds, an investment management company, released its “Baron Real Estate Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
CRH plc (CRH) has Stronger 2025 Valuation Compared to Smaller Peers
Baron Funds, an investment management company, released its “Baron Real Estate Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Welltower (WELL) Surged in Q1
Baron Funds, an investment management company, released its “Baron Real Estate Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Does Louisiana-Pacific Corporation (LPX) have a 35% Upside Potential?
Baron Funds, an investment management company, released its “Baron Real Estate Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Taylor Morrison Home Corporation (TMHC): An Attractive Investment with 50-75% Upside Potential
Baron Funds, an investment management company, released its “Baron Real Estate Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Should You Invest in Vornado Realty Trust (VNO)?
Baron Funds, an investment management company, released its “Baron Real Estate Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Toll Brothers (TOL) an Investment Bet?
Baron Funds, an investment management company, released its “Baron Real Estate Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Will The Macerich Company (MAC) be Able to Transform into a Company with Better Valuation?
Baron Funds, an investment management company, released its “Baron Real Estate Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Should You be Bullish on Wynn Resorts, Limited (WYNN)?
Baron Funds, an investment management company, released its “Baron Real Estate Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Jones Lang LaSalle Incorporated’s (JLL) Improvements Signal Strong Valuation
Baron Funds, an investment management company, released its “Baron Real Estate Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s What Supports CBRE Group (CBRE)
Baron Funds, an investment management company, released its “Baron Real Estate Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Does Blackstone (BX) Have Opportunities to Improve Its Market Share?
Baron Funds, an investment management company, released its “Baron Real Estate Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Baron Real Estate Fund Re-established Its Position in Prologis (PLD)
Baron Funds, an investment management company, released its “Baron Real Estate Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Is American Homes 4 Rent (AMH) an Attractive Stock?
Baron Funds, an investment management company, released its “Baron Real Estate Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Is Equity Residential (EQR) an Attractively Valued Stock?
Baron Funds, an investment management company, released its “Baron Real Estate Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
