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Hedge Fund Investor Letters

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.

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March 13 - Hedge Fund Investor Letters, News

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.

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March 13 - Hedge Fund Investor Letters, News

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.

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March 13 - Hedge Fund Investor Letters, News

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.

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March 13 - Hedge Fund Investor Letters, News

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.

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March 13 - Hedge Fund Investor Letters, News

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.

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March 13 - Hedge Fund Investor Letters, News

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.

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March 13 - Hedge Fund Investor Letters, News

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.

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March 13 - Hedge Fund Investor Letters, News

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.

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March 12 - Hedge Fund Investor Letters, News

Multiple Tailwinds Boosted Fiserv (FI) in Q4

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

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March 12 - Hedge Fund Investor Letters, News

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.

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March 12 - Hedge Fund Investor Letters, News

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.

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March 12 - Hedge Fund Investor Letters, News

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.

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March 12 - Hedge Fund Investor Letters, News

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.

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March 12 - Hedge Fund Investor Letters, News

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.

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March 12 - Hedge Fund Investor Letters, News

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.

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March 12 - Hedge Fund Investor Letters, News

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.

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March 12 - Hedge Fund Investor Letters, News

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.

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March 12 - Hedge Fund Investor Letters, News

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.

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March 12 - Hedge Fund Investor Letters, News

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.

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March 12 - Hedge Fund Investor Letters, News

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.

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March 12 - Hedge Fund Investor Letters, News

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.

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March 12 - Hedge Fund Investor Letters, News

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.

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March 12 - Hedge Fund Investor Letters, News

Here’s Why Vistra Corp. (VST) Surged 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.

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March 12 - Hedge Fund Investor Letters, News

Meridian Hedged Equity Fund’s Q4 2024 Investor Letter

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Hedged Equity Fund” fourth quarter 2024 investor letter.The direction of interest rates, inflation, and...

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March 12 - Hedge Fund Investor Letters, News

Invesco Small Cap Value Fund Sold Vistra Corp. (VST) on Price Appreciation

Invesco Distributors, Inc., an investment management firm, released its “Invesco Small Cap Value Fund” fourth quarter 2024 investor letter.

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March 12 - Hedge Fund Investor Letters, News

Here’s Why Lumentum Holdings (LITE) Rose in Q4

Invesco Distributors, Inc., an investment management firm, released its “Invesco Small Cap Value Fund” fourth quarter 2024 investor letter.

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March 12 - Hedge Fund Investor Letters, News

Expedia Group (EXPE) Surged as Results Exceeded Expectations

Invesco Distributors, Inc., an investment management firm, released its “Invesco Small Cap Value Fund” fourth quarter 2024 investor letter.

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March 12 - Hedge Fund Investor Letters, News

Does MSC Industrial Direct Co. (MSM) Have an Attractive Upside Potential?

Invesco Distributors, Inc., an investment management firm, released its “Invesco Small Cap Value Fund” fourth quarter 2024 investor letter.

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March 12 - Hedge Fund Investor Letters, News

What makes ICON Public Limited Company (ICLR) an Attractive Investment?

Invesco Distributors, Inc., an investment management firm, released its “Invesco Small Cap Value Fund” fourth quarter 2024 investor letter.

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March 12 - Hedge Fund Investor Letters, News

Invesco Small Cap Value Fund’s Q4 2024 Investor Letter

Invesco Distributors, Inc., an investment management firm, released its “Invesco Small Cap Value Fund” fourth quarter 2024 investor letter.

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March 11 - Hedge Fund Investor Letters, News

What Led Google (GOOG) to Generate Strong Double-Digit Returns?

Columbia Threadneedle Investments, an investment management company released its “Columbia Threadneedle Global Technology Growth Strategy” fourth quarter 2024 investor letter...

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March 11 - Hedge Fund Investor Letters, News

NVIDIA Corporation (NVDA) Continued to Outperform the Market in Q4

Columbia Threadneedle Investments, an investment management company released its “Columbia Threadneedle Global Technology Growth Strategy” fourth quarter 2024 investor letter...

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March 11 - Hedge Fund Investor Letters, News

Adobe (ADBE) Shares Fell Despite Solid Quarterly Earnings

Columbia Threadneedle Investments, an investment management company released its “Columbia Threadneedle Global Technology Growth Strategy” fourth quarter 2024 investor letter...

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March 11 - Hedge Fund Investor Letters, News

Invesco Small Cap Value Fund Added Onto Innovation (ONTO) on Dip

Invesco Distributors, Inc., an investment management firm, released its “Invesco Small Cap Value Fund” fourth quarter 2024 investor letter.

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March 11 - Hedge Fund Investor Letters, News

Here’s What Boosted Broadcom (AVGO) in Q4

Columbia Threadneedle Investments, an investment management company released its “Columbia Threadneedle Global Technology Growth Strategy” fourth quarter 2024 investor letter...

Keep Reading →

March 11 - Hedge Fund Investor Letters, News

Columbia Threadneedle Global Technology Growth Strategy’s Q4 2024 Investor Letter

Columbia Threadneedle Investments, an investment management company released its “Columbia Threadneedle Global Technology Growth Strategy” fourth quarter 2024 investor letter...

Keep Reading →

March 11 - Hedge Fund Investor Letters, News

Meridian Small Cap Growth Fund Trimmed Byrna Technologies (BYRN) on Pricing Strength

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Small Cap Growth Fund” fourth quarter 2024 investor letter.

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March 11 - Hedge Fund Investor Letters, News

Stoneridge (SRI) Fell Due to Weak Earnings

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Small Cap Growth Fund” fourth quarter 2024 investor letter.

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March 11 - Hedge Fund Investor Letters, News

Turning Point Brands (TPB) Surged on Solid Core Business Execution

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Small Cap Growth Fund” fourth quarter 2024 investor letter.

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March 11 - Hedge Fund Investor Letters, News

Angi (ANGI) Faced Continued Revenue Challenges in Q4

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Small Cap Growth Fund” fourth quarter 2024 investor letter.

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March 11 - Hedge Fund Investor Letters, News

Reddit (RDDT) Surged on Stellar Quarterly Earnings Release

Columbia Threadneedle Investments, an investment management company released its “Columbia Threadneedle Global Technology Growth Strategy” fourth quarter 2024 investor letter...

Keep Reading →

March 11 - Hedge Fund Investor Letters, News

Here’s Why Uber Technologies (UBER) Underperformed in Q4

Columbia Threadneedle Investments, an investment management company released its “Columbia Threadneedle Global Technology Growth Strategy” fourth quarter 2024 investor letter...

Keep Reading →

March 11 - Hedge Fund Investor Letters, News

Meridian Small-Cap Growth Fund’s Q4 2024 Investor Letter

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Small Cap Growth Fund” fourth quarter 2024 investor letter. The U.S.

Keep Reading →

March 11 - Hedge Fund Investor Letters, News

Here’s Why Artisan Small Cap Fund Ended its Investment Campaign in Interparfums (IPAR)

Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 11 - Hedge Fund Investor Letters, News

Here’s Artisan Small Cap Fund Added JBT Marel Corporation (JBTM) to its Portfolio

Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 11 - Hedge Fund Investor Letters, News

Should You Consider Adding Integer Holdings Corporation (ITGR) to Your Portfolio?

Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.

Keep Reading →

March 11 - Hedge Fund Investor Letters, News

Artisan Small Cap Fund Sold argenx SE (ARGX) as it Exceeded Small-Cap Mandate

Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.

Keep Reading →

March 11 - Hedge Fund Investor Letters, News

Here’s Why Artisan Small Cap Fund Trimmed SharkNinja (SN)

Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 11 - Hedge Fund Investor Letters, News

Artisan Small Cap Fund Ended its Long Successful Investment Campaign in Tyler Technologies (TYL) in Q4

Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.

Keep Reading →

March 11 - Hedge Fund Investor Letters, News

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