Should You Be Optimistic on DoubleVerify Holdings’ (DV) Growth?
The London Company, an investment management company, released “The London Company Small Cap Strategy” first quarter 2025 investor letter.
Hedge Fund Investor Letters
Does UniFirst Corporation (UNF) Have High Margin Growth Potential?
The London Company, an investment management company, released “The London Company Small Cap Strategy” first quarter 2025 investor letter.
Here’s Why Somnigroup International (SGI) Rose in Q1
The London Company, an investment management company, released “The London Company Small Cap Strategy” first quarter 2025 investor letter.
What Makes Atkore (ATKR) a Compelling Investment?
The London Company, an investment management company, released “The London Company Small Cap Strategy” first quarter 2025 investor letter.
Strong Quarterly Results and Outlook Lifted The Hanover Insurance Group (THG) in Q1
The London Company, an investment management company, released “The London Company Small Cap Strategy” first quarter 2025 investor letter.
What Gives Resilience to ACI Worldwide (ACIW) in the Down Market?
The London Company, an investment management company, released “The London Company Small Cap Strategy” first quarter 2025 investor letter.
The London Company Small Cap Strategy’s Q1 2025 Investor Letter
The London Company, an investment management company, released “The London Company Small Cap Strategy” first quarter 2025 investor letter. U.S.
What Makes Atlassian Corporation Plc (TEAM) an Investment Bet?
Baron Funds, an investment management company, released its “Baron Technology Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Should You Consider Increasing Your Holdings in The Trade Desk (TTD)?
Baron Funds, an investment management company, released its “Baron Technology Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
CoStar Group (CSGP) Rose on Increased Productivity
Baron Funds, an investment management company, released its “Baron Technology Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Broadcom (AVGO) A Leader in Critical Technology Markets?
Baron Funds, an investment management company, released its “Baron Technology Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
AI-Related Demand Lifted GDS Holdings Limited (GDS) in Q1
Baron Funds, an investment management company, released its “Baron Technology Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Amazon.com (AMZN) Slid on Concerns around Tariffs and U.S.–China Trade Tensions
Baron Funds, an investment management company, released its “Baron Technology Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why NVIDIA Corporation (NVDA) Fell in Q1
Baron Funds, an investment management company, released its “Baron Technology Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Baron Technology Fund’s Q1 2025 Investor Letter
Baron Funds, an investment management company, released its “Baron Technology Fund” first quarter 2025 investor letter.
Here’s Why Regal Rexnord Corporation (RRX) Fell in Q1
Diamond Hill Capital, an investment management company, released its “Large Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s What Dragged Lululemon Athletica (LULU) in Q1
Diamond Hill Capital, an investment management company, released its “Large Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Diamond Hill Capital Large Cap Fund Added Capital One Financial Corporation (COF) to its Portfolio
Diamond Hill Capital, an investment management company, released its “Large Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes General Mills (GIS) A Better Opportunity?
Diamond Hill Capital, an investment management company, released its “Large Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
MetLife (MET): Seizing Opportunities in a Strong Valuation Landscape
Diamond Hill Capital, an investment management company, released its “Large Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
General Motors (GM) Fell On Increased Uncertainty Surrounding New Tariffs
Diamond Hill Capital, an investment management company, released its “Large Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Berkshire Hathaway (BRK-B) Surged in Q1
Diamond Hill Capital, an investment management company, released its “Large Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
HCA Healthcare (HCA) Rebounded in Q1
Diamond Hill Capital, an investment management company, released its “Large Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s What Weighed On Target (TGT) Shares
Diamond Hill Capital, an investment management company, released its “Large Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
RadNet (RDNT) Fell on Lower Than Expected Guidance
Baron Funds, an investment management company, released its “Baron Health Care Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Abbott Laboratories (ABT) Benefitted From Better Execution
Diamond Hill Capital, an investment management company, released its “Large Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
American International Group (AIG) Rose After Reporting Quarterly Results
Diamond Hill Capital, an investment management company, released its “Large Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Diamond Hill Capital Large Cap Fund’s Q1 2025 Investor Letter
Diamond Hill Capital, an investment management company, released its “Large Cap Fund” first-quarter 2025 investor letter.
Here’s Why Arcellx (ACLX) Declined in Q1
Baron Funds, an investment management company, released its “Baron Health Care Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Baron Health Care Fund Reacquired McKesson Corporation (MCK) in Q1
Baron Funds, an investment management company, released its “Baron Health Care Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why UnitedHealth Group Incorporated (UNH) Rose in Q1
Baron Funds, an investment management company, released its “Baron Health Care Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Glaukos Corporation (GKOS) Fell as its iDose Results Fell Short of Expectations
Baron Funds, an investment management company, released its “Baron Health Care Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Waters Corporation (WAT) a Lucrative Investment?
Baron Funds, an investment management company, released its “Baron Health Care Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
HealthEquity (HQY) Declined After Reporting Quarterly Results
Baron Funds, an investment management company, released its “Baron Health Care Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Should You Consider Adding Penumbra (PEN) To Your Portfolio?
Baron Funds, an investment management company, released its “Baron Health Care Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Boston Scientific Corporation (BSX) A Compelling Name Within The Large-Cap Medical Device Space?
Baron Funds, an investment management company, released its “Baron Health Care Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Do You Believe in the Growth Potential of Masimo Corporation (MASI)?
Baron Funds, an investment management company, released its “Baron Health Care Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Intuitive Surgical (ISRG) Fell Due to Investor Rotation
Baron Funds, an investment management company, released its “Baron Health Care Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Vertex Pharmaceuticals Incorporated (VRTX) Surged On a Recovery in Investor Sentiment
Baron Funds, an investment management company, released its “Baron Health Care Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Baron Health Care Fund’s Q1 2025 Investor Letter
Baron Funds, an investment management company, released its “Baron Health Care Fund” first quarter 2025 investor letter.
Springview Capital Management’s Views on Seaport Entertainment (SEG)
Springview Capital Management, an investment management company, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Mercury General (MCY) is Navigating Near-Term Challenges
Springview Capital Management, an investment management company, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Worthington Steel (WS) Offers Attractive Value
Springview Capital Management, an investment management company, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Springview Capital Management’s Q1 2025 Investor Letter
Springview Capital Management, an investment management company, released its first quarter 2025 investor letter.
Here’s Why Carvana Co. (CVNA) Surged in Q1
Optimist Fund, an investment management company, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes First Advantage (FA) a Quality Compounder?
Optimist Fund, an investment management company, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Should You be Confident in Wayfair’s (W) Long-Term Potential?
Optimist Fund, an investment management company, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Should You Hold Revolve Group (RVLV)?
Optimist Fund, an investment management company, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Do You Believe in the Upside Potential of Uber Technologies (UBER)?
Optimist Fund, an investment management company, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Are ThredUp’s (TDUP) Best Days Yet to Come?
Optimist Fund, an investment management company, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
