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.
Hedge Fund Investor Letters
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.
Baron Real Estate Fund’s Q1 2025 Investor Letter
Baron Funds, an investment management company, released its “Baron Real Estate Fund” first quarter 2025 investor letter.
Polen Capital Sold Topgolf Callaway Brands Corp. (MODG) as it Became Less Compelling
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” first-quarter 2025 investor letter.
Polen Capital Eliminated YETI Holdings (YETI) Due to Ongoing Challenges
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” first-quarter 2025 investor letter.
What Makes Bio-Techne Corporation (TECH) a Compelling Addition?
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” first-quarter 2025 investor letter.
e.l.f. Beauty (ELF) Sold Off Due to the Potential Impact of the Tariffs
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” first-quarter 2025 investor letter.
Should You Consider Selling Fox Factory Holding Corp. (FOXF)?
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” first-quarter 2025 investor letter.
Here’s Why Globant (GLOB) Traded Down in Q1
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” first-quarter 2025 investor letter.
Revolve Group (RVLV) Gave Back Its Gains in Q1
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” first-quarter 2025 investor letter.
Does Dutch Bros (BROS) Have a Long-Term Potential For a High-Growth Business?
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” first-quarter 2025 investor letter.
Does ExlService Holdings (EXLS) Have a Long Runway for Growth?
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” first-quarter 2025 investor letter.
Polen Capital U.S. Small Company Growth Strategy’s Q1 2025 Investor Letter
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” first-quarter 2025 investor letter.
Consistent Performance and Better Than Expected Results Lifted Republic Services (RSG) in Q1
The London Company, an investment management company, released “The London Company Large Cap Strategy” first quarter 2025 investor letter.
FedEx Corporation (FDX) Slid on Underwhelming Segment Result
The London Company, an investment management company, released “The London Company Large Cap Strategy” first quarter 2025 investor letter.
What Makes Alphabet (GOOG) in The Detractors’ List of The London Company Large Cap Strategy?
The London Company, an investment management company, released “The London Company Large Cap Strategy” first quarter 2025 investor letter.
What Makes Berkshire Hathaway (BRK-B) a Better Investment?
The London Company, an investment management company, released “The London Company Large Cap Strategy” first quarter 2025 investor letter.
The London Company Large Cap Strategy Exited The Home Depot (HD) in Q1
The London Company, an investment management company, released “The London Company Large Cap Strategy” first quarter 2025 investor letter.
The London Company Large Cap Strategy Increased its Stake in Old Dominion Freight Line (ODFL) on a Dip
The London Company, an investment management company, released “The London Company Large Cap Strategy” first quarter 2025 investor letter.
Should You Remain Confident in The Progressive Corporation (PGR)?
The London Company, an investment management company, released “The London Company Large Cap Strategy” first quarter 2025 investor letter.
The London Company Large Cap Strategy’s Q1 2025 Investor Letter
The London Company, an investment management company, released “The London Company Large Cap Strategy” first quarter 2025 investor letter.
Should You Invest in Entegris (ENTG)?
The London Company, an investment management company, released “The London Company Mid Cap Strategy” first quarter 2025 investor letter.
What Makes Ally Financial (ALLY) an Attractive Investment?
The London Company, an investment management company, released “The London Company Mid Cap Strategy” first quarter 2025 investor letter.
Will AerCap Holdings N.V. (AER) Be Able to Sustain Its Performance?
The London Company, an investment management company, released “The London Company Mid Cap Strategy” first quarter 2025 investor letter.
Crown Castle (CCI) Rose after Announcing Results
The London Company, an investment management company, released “The London Company Mid Cap Strategy” first quarter 2025 investor letter.
Here’s Why Skyworks Solutions (SWKS) Slid in Q1
The London Company, an investment management company, released “The London Company Mid Cap Strategy” first quarter 2025 investor letter.
Should You Consider Adding Ingevity Corporation (NGVT) to Your Portfolio?
The London Company, an investment management company, released “The London Company Small Cap Strategy” first quarter 2025 investor letter.
Otis Worldwide Corporation (OTIS) Surged Due to Its Low Exposure to Tariff
The London Company, an investment management company, released “The London Company Mid Cap Strategy” first quarter 2025 investor letter.
Bruker Corporation (BRKR) Declined Amid NIH Funding and Tariff Uncertainty
The London Company, an investment management company, released “The London Company Mid Cap Strategy” first quarter 2025 investor letter.
The London Company Mid Cap Strategy’s Q1 2025 Investor Letter
The London Company, an investment management company, released “The London Company Mid Cap Strategy” first quarter 2025 investor letter.
The London Company Small Cap Strategy Exited its Position in Cannae Holdings (CNNE)
The London Company, an investment management company, released “The London Company Small Cap Strategy” first quarter 2025 investor letter.
Should You Hold Moelis & Company (MC)?
The London Company, an investment management company, released “The London Company Small Cap Strategy” first quarter 2025 investor letter.
Here’s What Pressured Revolve Group (RVLV)
The London Company, an investment management company, released “The London Company Small Cap Strategy” first quarter 2025 investor letter.
