Optimist Fund’s Q1 2025 Investor Letter
Optimist Fund, an investment management company, released its first quarter 2025 investor letter.
Hedge Fund Investor Letters
BlueLinx Holdings’ (BXC) Growth Initiatives May Attract Industry Consolidators
Third Avenue Management, an investment management company based in New York City, released its “Third Avenue Small-Cap Value Fund” first quarter 2025 investor letter.
Tidewater (TDW): Long-Term Industry Dynamics Look Intact
Third Avenue Management, an investment management company based in New York City, released its “Third Avenue Small-Cap Value Fund” first quarter 2025 investor letter.
Five Point Holdings, LLC’s (FPH) Strong Year-End Sales Enhance Financial Stability for Future Developments
Third Avenue Management, an investment management company based in New York City, released its “Third Avenue Small-Cap Value Fund” first quarter 2025 investor letter.
Atlanta Braves Holdings (BATRA) Reported Positive News in Q1
Third Avenue Management, an investment management company based in New York City, released its “Third Avenue Small-Cap Value Fund” first quarter 2025 investor letter.
ProAssurance Corporation (PRA): The Single Largest Contributor to The Third Avenue Small-Cap Value Fund’s Performance
Third Avenue Management, an investment management company based in New York City, released its “Third Avenue Small-Cap Value Fund” first quarter 2025 investor letter.
Third Avenue Management Small-Cap Value Fund’s Q1 2025 Investor Letter
Third Avenue Management, an investment management company based in New York City, released its “Third Avenue Small-Cap Value Fund” first quarter 2025 investor letter.
Here’s Why RF Capital Management Continues to Hold Sprouts Farmers Market (SFM)
RF Capital Management, an investment management company, released its first-quarter 2025 investor letter. A copy of the same can be downloaded here.
RF Capital Management’s Q1 2025 Investor Letter
RF Capital Management, an investment management company, released its first-quarter 2025 investor letter. RF Capital returned -2.43% net of all fees in the first quarter compared...
Buckley Capital’s Views on Liquidia Corp. (LQDA)
Buckley Capital Advisors, an investment management company, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Verona Pharma plc (VRNA) a Good Investment?
Buckley Capital Advisors, an investment management company, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Buckley Capital’s Q1 2025 Investor Letter
Buckley Capital Advisors, an investment management company, released its first quarter 2025 investor letter.
Should You Expect Upside Potential in Donaldson Company (DCI)?
Heartland Advisors, an investment management company, released its “Heartland Opportunistic Value Equity Strategy” first quarter 2025 investor letter.
JB Hunt Transportation Services (JBHT) Had a Challenging Quarter. Here’s Why
Heartland Advisors, an investment management company, released its “Heartland Opportunistic Value Equity Strategy” first quarter 2025 investor letter.
Heartland Advisors Opportunistic Value Equity Strategy’s Q1 2025 Investor Letter
Heartland Advisors, an investment management company, released its “Heartland Opportunistic Value Equity Strategy” first quarter 2025 investor letter.
Vox Royalty (VOXR): Stands To Benefit From The Run Up In Gold Price
Ace River Capital, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Marine Max (HZO) Reported a Strong Quarter
Ace River Capital, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here are Ace River Capital’s Updates on its Top Position, RCI Hospitality (RICK)
Ace River Capital, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Ace River Capital’s Q1 2025 Investor Letter
Ace River Capital, an investment management company, released its first-quarter 2025 investor letter.
Here’s Deep Sail Capital’s Views on its Current Position: Arista Networks (ANET)
Deep Sail Capital, an investment management company, released its first-quarter investor letter. A copy of the letter can be downloaded here.
Deep Sail Capital’s Q1 2025 Investor Letter
Deep Sail Capital, an investment management company, released its first-quarter investor letter.
What Makes CoStar Group (CSGP) Baron Focused Growth Fund’s Core Growth Investments?
Baron Funds, an investment management firm, released its “Focused Growth Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Baron Focused Growth Fund Invested in IDEXX Laboratories (IDXX)
Baron Funds, an investment management firm, released its “Focused Growth Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Krispy Kreme (DNUT) Declined Following Softer-Than-Expected Results
Baron Funds, an investment management firm, released its “Focused Growth Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Guidewire Software (GWRE) a Lucrative Investment?
Baron Funds, an investment management firm, released its “Focused Growth Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Hyatt Hotels Corporation (H) Fell Due to Uncertain Macroeconomic Environment
Baron Funds, an investment management firm, released its “Focused Growth Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Tesla (TSLA) Fell on Declining Analyst Expectations
Baron Funds, an investment management firm, released its “Focused Growth Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Spotify Technology S.A. (SPOT) Surged in Q1
Baron Funds, an investment management firm, released its “Focused Growth Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Baron Focused Growth Fund’s Q1 2025 Investor Letter
Baron Funds, an investment management firm, released its “Focused Growth Fund” first quarter 2025 investor letter. Q1 was a difficult start to the year.
Should You Invest in WEC Energy Group (WEC)?
Mairs & Power, an investment advisor, released the “Mairs & Power Balanced Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Texas Instruments (TXN) Outperformed Amid Sector Weakness and Strategic Investments
Mairs & Power, an investment advisor, released the “Mairs & Power Balanced Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Qualcomm (QCOM): A “Value Tech” Company
Mairs & Power, an investment advisor, released the “Mairs & Power Balanced Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Motorola Solutions (MSI) a Favorable Name in the Technology Portfolio?
Mairs & Power, an investment advisor, released the “Mairs & Power Balanced Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Bio Techne (TECH) Fell on Negative Funding Environment
Mairs & Power, an investment advisor, released the “Mairs & Power Balanced Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Alphabet (GOOG) Fell Along with Peers
Mairs & Power, an investment advisor, released the “Mairs & Power Balanced Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Abbott Laboratories (ABT) Continued Sixth Straight Quarter of Double-Digit Gains
Mairs & Power, an investment advisor, released the “Mairs & Power Balanced Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
The Walt Disney Company (DIS) Faced Challenges as Parks’ Business Expectations Declined
Mairs & Power, an investment advisor, released the “Mairs & Power Balanced Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Mairs & Power Balanced Fund’s Q1 2025 Investor Letter
Mairs & Power, an investment advisor, released the “Mairs & Power Balanced Fund” first quarter 2025 investor letter. The stock market reached a record high in February.
Here’s Why Greystone Capital Management Sold Xponential Fitness (XPOF)?
Greystone 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 Greystone Capital Sold Franklin Covey (FC) in Q1
Greystone Capital Management, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Bel Fuse (BELFB) Navigates Tariff Challenges with Strategic Resilience
Greystone Capital Management, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Natural Resource Partners L.P. (NRP): Strong Cash Flow and Upside Potential Amidst Market Challenges
Greystone Capital Management, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Greystone Capital Management’s Q1 2025 Investor Letter
Greystone Capital Management, an investment management company, released its first-quarter 2025 investor letter.In the first quarter, the median account return for separate accounts...
Civitas Resources (CIVI) Declined Following 2025 Oil Volume Forecast Drop
Diamond Hill Capital, an investment management company, released its “Small Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Insperity (NSP) Rose in Q1
Diamond Hill Capital, an investment management company, released its “Small Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Is The New Project Reshaping Taseko Mines Limited’s (TGB) Future?
Diamond Hill Capital, an investment management company, released its “Small Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
International General Insurance Holdings Ltd. (IGIC) Continued to Capitalize on Its Strength
Diamond Hill Capital, an investment management company, released its “Small Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s What Pressured Allegiant Travel Company (ALGT) in Q1
Diamond Hill Capital, an investment management company, released its “Small Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Diamond Hill Small Cap Fund is Considering Triumph Financial (TFIN) As a Resilient Company
Diamond Hill Capital, an investment management company, released its “Small Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Live Oak Bancshares (LOB) Fell Due To Credit Issues
Diamond Hill Capital, an investment management company, released its “Small Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
