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Hedge Fund Investor Letters

Kingdom Capital Advisors’ Q4 2024 Investor Letter

Kingdom Capital Advisors, a private investment firm, released its fourth-quarter 2024 investor letter.

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March 24 - Hedge Fund Investor Letters, News

Here’s Why Diamond Hill Select Strategy Decided to Add Huntington Ingalls (HII) to its Portfolio

Diamond Hill Capital, an investment management company, released its “Select Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 24 - Hedge Fund Investor Letters, News

Is Coherent Corp.’s (COHR) Momentum Expected to Continue?

Diamond Hill Capital, an investment management company, released its “Select Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 21 - Hedge Fund Investor Letters, News

Diamond Hill Capital Select Strategy’s Q4 2024 Investor Letter

Diamond Hill Capital, an investment management company, released its “Select Strategy” fourth-quarter 2024 investor letter.

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March 21 - Hedge Fund Investor Letters, News

Should You Invest in Colgate-Palmolive Company (CL)?

Diamond Hill Capital, an investment management company, released its “Large Cap Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 21 - Hedge Fund Investor Letters, News

What Makes Lululemon Athletica (LULU) a Lucrative Investment?

Diamond Hill Capital, an investment management company, released its “Large Cap Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 21 - Hedge Fund Investor Letters, News

Wells Fargo & Company (WFC) Continues to Make Profit. Here’s Why

Diamond Hill Capital, an investment management company, released its “Large Cap Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 21 - Hedge Fund Investor Letters, News

Builders FirstSource’s (BLDR) Revenue Impacted by Multi-Family Segment Weakness and Decline in Single-Family Housing Construction

Diamond Hill Capital, an investment management company, released its “Large Cap Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 21 - Hedge Fund Investor Letters, News

Diamond Hill Capital Large Cap Strategy’s Q4 2024 Investor Letter

Diamond Hill Capital, an investment management company, released its “Large Cap Strategy” fourth-quarter 2024 investor letter.

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March 21 - Hedge Fund Investor Letters, News

Will RadNet (RDNT) Benefit from AI Applications?

ClearBridge Investments, an investment management company, released its “ClearBridge SMid Cap Strategy” fourth quarter 2024 investor letter.

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March 21 - Hedge Fund Investor Letters, News

Here’s Why ClearBridge SMid Cap Strategy Sold ChampionX Corporation (CHX)

ClearBridge Investments, an investment management company, released its “ClearBridge SMid Cap Strategy” fourth quarter 2024 investor letter.

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March 21 - Hedge Fund Investor Letters, News

Here’s How Doximity (DOCS) Regained Investors’ Trust

ClearBridge Investments, an investment management company, released its “ClearBridge SMid Cap Strategy” fourth quarter 2024 investor letter.

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March 21 - Hedge Fund Investor Letters, News

Wingstop (WING) Sold Off as Investors Took Profit

ClearBridge Investments, an investment management company, released its “ClearBridge SMid Cap Strategy” fourth quarter 2024 investor letter.

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March 21 - Hedge Fund Investor Letters, News

ClearBridge Investments SMid Cap Strategy’s Q4 2024 Investor Letter

ClearBridge Investments, an investment management company, released its “ClearBridge SMid Cap Strategy” fourth quarter 2024 investor letter.

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March 21 - Hedge Fund Investor Letters, News

Should You Invest in Lennar Corporation (LEN)?

Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity” fourth quarter 2024, investor letter.

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March 21 - Hedge Fund Investor Letters, News

What Makes Uber Technologies (UBER) an Investment Bet?

Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity” fourth quarter 2024, investor letter.

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March 21 - Hedge Fund Investor Letters, News

Here’re the Reasons to Invest in Bank of America Corporation (BAC)

Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity” fourth quarter 2024, investor letter.

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March 21 - Hedge Fund Investor Letters, News

Universal Display Corporation (OLED) Fell on Delayed Targets and Reduced Revenue Guidance

Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity” fourth quarter 2024, investor letter.

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March 21 - Hedge Fund Investor Letters, News

Here’s Why Elanco Animal Health Incorporated (ELAN) Declined in Q4

Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity” fourth quarter 2024, investor letter.

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March 21 - Hedge Fund Investor Letters, News

Howmet Aerospace (HWM) Rose on Earnings Beat

Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity” fourth quarter 2024, investor letter.

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March 21 - Hedge Fund Investor Letters, News

Atlassian Corporation (TEAM) Surged on Robust Performance

Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity” fourth quarter 2024, investor letter.

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March 21 - Hedge Fund Investor Letters, News

IQVIA Holdings (IQV) Fell on Lowered Guidance

Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity” fourth quarter 2024, investor letter.

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March 21 - Hedge Fund Investor Letters, News

The Charles Schwab Corporation’s (SCHW) Earnings Estimates Lowered Amid Multiple Challenges

Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity” fourth quarter 2024, investor letter.

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March 21 - Hedge Fund Investor Letters, News

Does Corteva (CTVA) have Long Runway for Outperformance?

Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity” fourth quarter 2024, investor letter.

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March 21 - Hedge Fund Investor Letters, News

What Made Vertiv Holdings Co (VRT) a Stellar Performer For The Past Year And Beyond?

Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity” fourth quarter 2024, investor letter.

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March 21 - Hedge Fund Investor Letters, News

MercadoLibre (MELI) Fell due to Macro Economic Challenges

Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity” fourth quarter 2024, investor letter.

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March 20 - Hedge Fund Investor Letters, News

Hardman Johnston Global Equity’s Q4 2024 Investor Letter

Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity” fourth quarter 2024, investor letter.

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March 20 - Hedge Fund Investor Letters, News

Here’s Why Advanced Micro Devices (AMD) Fell in Q4

Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” fourth quarter 2024 investor letter.

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March 20 - Hedge Fund Investor Letters, News

Salesforce (CRM) Surged on Strong Results

Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” fourth quarter 2024 investor letter.

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March 20 - Hedge Fund Investor Letters, News

Will Atlassian Corp. (TEAM) Benefit from AI Product Cycle?

Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” fourth quarter 2024 investor letter.

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March 20 - Hedge Fund Investor Letters, News

Thermo Fisher Scientific (TMO) Fell as Expectations for Demand Recovery in 2025 Continue to Moderate

Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” fourth quarter 2024 investor letter.

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March 20 - Hedge Fund Investor Letters, News

MercadoLibre (MELI) Fell after US Election

Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” fourth quarter 2024 investor letter.

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March 20 - Hedge Fund Investor Letters, News

Here’s Why Parnassus Growth Equity Fund Sold UnitedHealth Group (UNH)

Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” fourth quarter 2024 investor letter.

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March 20 - Hedge Fund Investor Letters, News

Should You Invest in Datadog (DDOG)?

Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” fourth quarter 2024 investor letter.

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March 20 - Hedge Fund Investor Letters, News

What Makes DoorDash (DASH) an Attractive Bet?

Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” fourth quarter 2024 investor letter.

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March 20 - Hedge Fund Investor Letters, News

Here’s Why Parnassus Growth Equity Fund Decided to Sell AstraZeneca PLC (AZN)

Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” fourth quarter 2024 investor letter.

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March 20 - Hedge Fund Investor Letters, News

Should You Sell LVMH Moet Hennessy LVMH Moët Hennessy – Louis Vuitton, Société Européenne (LVMUY)?

Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” fourth quarter 2024 investor letter.

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March 20 - Hedge Fund Investor Letters, News

Should You Invest in Exact Sciences Corp. (EXAS)?

Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” fourth quarter 2024 investor letter.

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March 20 - Hedge Fund Investor Letters, News

Here’s Why NVIDIA (NVDA) is on Detractor’s List of Parnassus Growth Equity Fund

Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” fourth quarter 2024 investor letter.

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March 20 - Hedge Fund Investor Letters, News

Here’s What Lifted Taiwan Semiconductor Manufacturing Company Limited (TSM) in Q4

Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” fourth quarter 2024 investor letter.

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March 20 - Hedge Fund Investor Letters, News

Here’s What Lifted Natera (NTRA) in Q4 and 2024

Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” fourth quarter 2024 investor letter.

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March 20 - Hedge Fund Investor Letters, News

Parnassus Investments Growth Equity Fund’s Q4 2024 Investor Letter

Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” fourth quarter 2024 investor letter.

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March 20 - Hedge Fund Investor Letters, News

What Makes Snowflake (SNOW) an Attractive Investment?

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” fourth quarter 2024 investor letter.

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March 20 - Hedge Fund Investor Letters, News

Burke Wealth Management Repurchased Charter Communications (CHTR) Due to its Improving Visibility And Business Trends

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” fourth quarter 2024 investor letter.

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March 20 - Hedge Fund Investor Letters, News

Here’s Why Burke Wealth Management Decided to Trim UnitedHealth Group Incorporated (UNH)

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” fourth quarter 2024 investor letter.

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March 20 - Hedge Fund Investor Letters, News

Strong Management Lifted CrowdStrike Holdings (CRWD) During the Largest IT Outage Ever

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” fourth quarter 2024 investor letter.

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March 20 - Hedge Fund Investor Letters, News

Adobe’s (ADBE) AI Innovation Struggled to Drive Financial Gains

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” fourth quarter 2024 investor letter.

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March 20 - Hedge Fund Investor Letters, News

BURKE Wealth Management Decided to Sell its Long-Time Holding Alphabet (GOOG). Here’s Why

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” fourth quarter 2024 investor letter.

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March 19 - Hedge Fund Investor Letters, News

Novo Nordisk A/S (NVO) Traded Lower Due To Investor Disappointment Over Its New Drug In Obesity

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” fourth quarter 2024 investor letter.

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March 19 - Hedge Fund Investor Letters, News

Amazon.com (AMZN) Surged on Robust Results

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” fourth quarter 2024 investor letter.

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March 19 - Hedge Fund Investor Letters, News

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