Burke Wealth Management’s Q4 2024 Investor Letter
Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” fourth quarter 2024 investor letter.
Hedge Fund Investor Letters
Here’s Why L’Oréal S.A. (LRLCY) Traded Down in Q4
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” fourth-quarter 2024 investor letter.
Polen Global Growth Strategy Sold LVMH Moët Hennessy – Louis Vuitton, Société Européenne (LVMUY) as its Business Momentum Started to Revert
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” fourth-quarter 2024 investor letter.
Potential Risk of Business Slowdown Drove Polen Global Growth Strategy to Trim Airbnb (ABNB)
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” fourth-quarter 2024 investor letter.
Novo Nordisk A/S (NVO) Dropped as Trial Results Fell Short of Expectations
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” fourth-quarter 2024 investor letter.
ICON Public Limited Company (ICLR) Slid on Disappointing Earnings
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” fourth-quarter 2024 investor letter.
Polen Global Growth Strategy Trimmed Alphabet (GOOG) Amid Price Appreciation
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” fourth-quarter 2024 investor letter.
Here’s What Lifted Paycom Software (PAYC) Stock up More Than 20%
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” fourth-quarter 2024 investor letter.
Polen Capital Global Growth Strategy’s Q4 2024 Investor Letter
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” fourth-quarter 2024 investor letter.
Floor & Decor Holdings (FND) Slid on Concerns Related to Tariff Increase
Wasatch Global Investors, an asset management company, released its “Wasatch Long/Short Alpha Fund” fourth-quarter 2024 investor letter.
Here’s How Wasatch Long/Short Alpha Fund Benefitted from its Short Position Acadia Healthcare Company (ACHC)
Wasatch Global Investors, an asset management company, released its “Wasatch Long/Short Alpha Fund” fourth-quarter 2024 investor letter.
Here’s How IonQ (IONQ) Impacted Wasatch Long/Short Alpha Fund’s Performance
Wasatch Global Investors, an asset management company, released its “Wasatch Long/Short Alpha Fund” fourth-quarter 2024 investor letter.
HealthEquity (HQY) Surged as Interest Rates Rose
Wasatch Global Investors, an asset management company, released its “Wasatch Long/Short Alpha Fund” fourth-quarter 2024 investor letter.
ICF International (ICFI) Slid on Trump’s Plans To Cut Government Spending
Wasatch Global Investors, an asset management company, released its “Wasatch Long/Short Alpha Fund” fourth-quarter 2024 investor letter.
Wasatch Global Investors Long/Short Alpha Fund’s Q4 2024 Investor Letter
Wasatch Global Investors, an asset management company, released its “Wasatch Long/Short Alpha Fund” fourth-quarter 2024 investor letter.
CubeSmart (CUBE) Fell on Rise in 10-Year Treasury Yields
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Should You Hold NVR (NVR)?
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Several Positive News Lifted Formula One Group (FWONK) in Q4
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Should You Invest in Solventum Corporation (SOLV)?
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Does ICON Public Limited Company (ICLR) have a Favorable Long-Term Outlook?
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
WESCO International (WCC) Surged on Strong Demand in its Data Center Business
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
What Makes Teleflex Incorporated (TFX) a Cash-Generative Business?
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Diamond Hill Capital Mid Cap Strategy Added LPL Financial Holdings (LPLA) on Dip
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
What Makes Teledyne Technologies Incorporated (TDY) an Investment Bet?
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Should You Consider Adding Informatica (INFA) to Your Portfolio?
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Alaska Air Group (ALK) Rose in Q4
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Continued Demand Lifted Ciena Corporation (CIEN) in Q4
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Diamond Hill Capital Mid Cap Strategy’s Q4 2024 Investor Letter
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” fourth-quarter 2024 investor letter.
Broadcom (AVGO) Reported a Strong Q4
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” fourth quarter 2024 investor letter.
Renewed Optimism For Deregulation and Increased Capital Markets Activity Lifted The Goldman Sachs Group (GS)
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” fourth quarter 2024 investor letter.
Target Corporation (TGT) Slid on Dramatic Earnings Miss
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” fourth quarter 2024 investor letter.
Prologis (PLD) Declined due to On-going Challenges Faced by REITs
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” fourth quarter 2024 investor letter.
Eastman Chemical Company (EMN) Slid on Macro-Related Challenges
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” fourth quarter 2024 investor letter.
JPMorgan Chase & Co. (JPM) Surged on Optimism Regarding the Election Outcome
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” fourth quarter 2024 investor letter.
Mondelez International (MDLZ) Traded Down Due to Elevated Cocoa Prices
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” fourth quarter 2024 investor letter.
Will The Williams Companies (WMB) Benefit from Growing Demand For Natural Gas?
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” fourth quarter 2024 investor letter.
Here’s Why Best Buy Co. (BBY) Fell in Q4
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” fourth quarter 2024 investor letter.
Carillon Eagle Growth & Income Fund’s Q4 2024 Investor Letter
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” fourth quarter 2024 investor letter.
Here’s Why Paylocity Holding Corp. (PCTY) Rebounded in Q4
Wasatch Global Investors, an asset management company, released its “Wasatch Small Cap Growth Strategy” fourth-quarter 2024 investor letter.
Here’s Why Wasatch Small Cap Growth Strategy Sold PACS Group (PACS)
Wasatch Global Investors, an asset management company, released its “Wasatch Small Cap Growth Strategy” fourth-quarter 2024 investor letter.
TransMedics Group (TMDX) Slid as Results Fell Short of Expectations
Wasatch Global Investors, an asset management company, released its “Wasatch Small Cap Growth Strategy” fourth-quarter 2024 investor letter.
Here’s Why BellRing Brands (BRBR) Moved Higher in Q4
Wasatch Global Investors, an asset management company, released its “Wasatch Small Cap Growth Strategy” fourth-quarter 2024 investor letter.
Construction Partners (ROAD) Reported Strong Results in 2024
Wasatch Global Investors, an asset management company, released its “Wasatch Small Cap Growth Strategy” fourth-quarter 2024 investor letter.
Announcement of CEO Departure Weighed on Boot Barn (BOOT)
Wasatch Global Investors, an asset management company, released its “Wasatch Small Cap Growth Strategy” fourth-quarter 2024 investor letter.
Wasatch Global Investors Small Cap Growth Strategy’s Q4 2024 Investor Letter
Wasatch Global Investors, an asset management company, released its “Wasatch Small Cap Growth Strategy” fourth-quarter 2024 investor letter.
Freeport-McMoRan (FCX) Fell on Declining Copper Prices
Diamond Hill Capital, an investment management company, released its “Large Cap Concentrated Fund” fourth-quarter 2024 investor letter.
What Makes Berkshire Hathaway (BRK-B) a Lucrative Investment?
Diamond Hill Capital, an investment management company, released its “Large Cap Concentrated Fund” fourth-quarter 2024 investor letter.
Should You Invest in Aon plc (AON)?
Diamond Hill Capital, an investment management company, released its “Large Cap Concentrated Fund” fourth-quarter 2024 investor letter.
Is Waste Management (WM) an Undervalued Stock?
Diamond Hill Capital, an investment management company, released its “Large Cap Concentrated Fund” fourth-quarter 2024 investor letter.
Should You Hold Texas Instruments Incorporated (TXN) for the Long-Term?
Diamond Hill Capital, an investment management company, released its “Large Cap Concentrated Fund” fourth-quarter 2024 investor letter.
