Here’s Why Extra Space Storage (EXR) Fell in Q4
Diamond Hill Capital, an investment management company, released its “Large Cap Concentrated Fund” fourth-quarter 2024 investor letter.
Hedge Fund Investor Letters
Here’s Why Union Pacific Corporation (UNP) Traded Down in Q4
Diamond Hill Capital, an investment management company, released its “Large Cap Concentrated Fund” fourth-quarter 2024 investor letter.
What Made General Motors (GM) the Top Contributor of Diamond Hill Large Cap Concentrated Fund?
Diamond Hill Capital, an investment management company, released its “Large Cap Concentrated Fund” fourth-quarter 2024 investor letter.
HCA Healthcare (HCA) Fell Amid Growing Negative Sentiment Toward Hospitals Since The US Election
Diamond Hill Capital, an investment management company, released its “Large Cap Concentrated Fund” fourth-quarter 2024 investor letter.
Bank of America Corporation (BAC) Rose on Improved Sentiment Around Banks
Diamond Hill Capital, an investment management company, released its “Large Cap Concentrated Fund” fourth-quarter 2024 investor letter.
Amazon.com’s (AMZN) Margins Improved to All-Time Highs in Q4
Diamond Hill Capital, an investment management company, released its “Large Cap Concentrated Fund” fourth-quarter 2024 investor letter.
Diamond Hill Capital Large Cap Concentrated Fund’s Q4 2024 Investor Letter
Diamond Hill Capital, an investment management company, released its “Large Cap Concentrated Fund” fourth-quarter 2024 investor letter.
First Citizens BancShares (FCNCA) Surged Following the Acquisition of Silicon Valley Bank
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” fourth quarter 2024 investor letter.
Cable One (CABO) Fell on Depressed Broadband Subscriber Growth
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” fourth quarter 2024 investor letter.
Here’s What Hurt the Sales Growth of Dollar General Corporation (DG)
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” fourth quarter 2024 investor letter.
Here’s Why Baxter International (BAX) Fell in Q4
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” fourth quarter 2024 investor letter.
Here’s What Lifted M&T Bank (MTB) in 2024
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” fourth quarter 2024 investor letter.
Polaris (PII) Fell Due to Missed Earnings Expectations And Lowered Guidance
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” fourth quarter 2024 investor letter.
Artisan Mid Cap Value Fund Sold The Progressive Corporation (PGR) as its Mid-Cap Threshold Exceeded
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” fourth quarter 2024 investor letter.
Here’re the Factors that Boosted Vail Resorts (MTN) in Q4
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” fourth quarter 2024 investor letter.
What Makes Asbury Automotive Group (ABG) an Investment Bet?
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” fourth quarter 2024 investor letter.
Here’s What Weakened DENTSPLY SIRONA (XRAY) Shares
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” fourth quarter 2024 investor letter.
Are the Long-Term Drivers for Humana (HUM) Still Intact?
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” fourth quarter 2024 investor letter.
Expedia Group (EXPE) Rose on Better-Than-Expected Bookings Growth
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” fourth quarter 2024 investor letter.
Artisan Partners Mid Cap Value Fund’s Q4 2024 Investor Letter
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” fourth quarter 2024 investor letter.
Columbia Seligman Global Technology Fund Maintained its Position in Apple (AAPL)
Columbia Threadneedle Investments, an investment management company released its “Columbia Seligman Global Technology Fund” fourth quarter 2024 investor letter.
Columbia Seligman Global Technology Fund Benefitted from a Strong Push Up of Dropbox (DBX) in Q4
Columbia Threadneedle Investments, an investment management company released its “Columbia Seligman Global Technology Fund” fourth quarter 2024 investor letter.
Here’s Columbia Seligman Global Technology Fund’s Thesis for Bloom Energy Corporation (BE)
Columbia Threadneedle Investments, an investment management company released its “Columbia Seligman Global Technology Fund” fourth quarter 2024 investor letter.
Here’s Why Lam Research Corporation (LRCX) Fell in Q4
Columbia Threadneedle Investments, an investment management company released its “Columbia Seligman Global Technology Fund” fourth quarter 2024 investor letter.
Here’s How Columbia Seligman Global Technology Fund Benefitted from Underweight Position in Microsoft (MSFT)
Columbia Threadneedle Investments, an investment management company released its “Columbia Seligman Global Technology Fund” fourth quarter 2024 investor letter.
Here’s Why Marvell Technology (MRVL) Surged in Q4
Columbia Threadneedle Investments, an investment management company released its “Columbia Seligman Global Technology Fund” fourth quarter 2024 investor letter.
Columbia Seligman Global Technology Fund’s Q4 2024 Investor Letter
Columbia Threadneedle Investments, an investment management company released its “Columbia Seligman Global Technology Fund” fourth quarter 2024 investor letter. The U.S.
Ball Corporation (BALL) Slid On Mixed Demand For Aluminum Packaging
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” fourth quarter 2024 investor letter.
D.R. Horton (DHI) Traded Lower due to Higher Mortgage Rates
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” fourth quarter 2024 investor letter.
Linde Plc (Lin) Fell On Lower-Than-Expected Guidance
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” fourth quarter 2024 investor letter.
Parnassus Core Equity Fund Sold Mondelez International (MDLZ) for Better Opportunities
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” fourth quarter 2024 investor letter.
Here’s Why Parnassus Core Equity Fund Sold Sysco Corp. (SYY)
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” fourth quarter 2024 investor letter.
Should You Consider Adding Workday (WDAY) to Your Portfolio?
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” fourth quarter 2024 investor letter.
The Cigna Group (CI) Fell amid Regulatory Concerns
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” fourth quarter 2024 investor letter.
Bank of America Corporation (BAC) Benefitted from Diverse Sources Of Strength
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” fourth quarter 2024 investor letter.
What Makes Ferguson Enterprises (FERG) a Prospective Investment?
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” fourth quarter 2024 investor letter.
Multiple Tailwinds Boosted Fiserv (FI) in Q4
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” fourth quarter 2024 investor letter.
What Makes KLA Corporation (KLAC) a Good Long-Term Bet?
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” fourth quarter 2024 investor letter.
Here’s What Weighed on CME Group’s (CME) Valuation
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” fourth quarter 2024 investor letter.
Broadcom (AVGO) Surged Due to Record Quarterly Revenue
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” fourth quarter 2024 investor letter.
Should You Consider Adding Vertex Pharmaceuticals Incorporated (VRTX) to Your Portfolio?
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” fourth quarter 2024 investor letter.
Here’s How Eli Lilly and Company (LLY) Contributed to Parnassus Core Equity Fund’s Performance
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” fourth quarter 2024 investor letter.
Here’s What Reaccelerate Oracle Corporation’s (ORCL) Growth
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” fourth quarter 2024 investor letter.
Here’s What Lifted Investors’ Confidence in Amazon.com (AMZN)
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” fourth quarter 2024 investor letter.
Parnassus Investments Core Equity Fund’s Q4 2024 Investor Letter
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” fourth quarter 2024 investor letter. In the fourth quarter, U.S.
American Tower Corporation (AMT) Posted Mixed Results in Q4
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Hedged Equity Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Broader Retail Challenges Weighed on Coty’s (COTY) Performance
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Hedged Equity Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Danaher Corporation Corp (DHR) Fell in Q4
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Hedged Equity Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s What Led Amazon.com’s (AMZN) Meaningful Margin Expansion
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Hedged Equity Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Visa (V) Continues to Capitalize on Digital Payments, Expands into High-Growth Areas
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Hedged Equity Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
