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Hedge Fund Investor Letters

Agilysys (AGYS) Fell After Reporting Lower Than Expected Results

Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” first quarter 2025 investor letter.

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June 18 - Hedge Fund Investor Letters, News

Progyny (PGNY) Soared on Expanding Client Base and Improving Utilization Trends

Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” first quarter 2025 investor letter.

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June 18 - Hedge Fund Investor Letters, News

Palomar Holdings (PLMR) Surged After Reporting Strong Results

Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” first quarter 2025 investor letter.

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June 18 - Hedge Fund Investor Letters, News

Here’s Why VSE Corporation (VSEC) Contributed to Alger Weatherbie Specialized Growth Fund’s Performance in Q1

Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” first quarter 2025 investor letter.

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June 18 - Hedge Fund Investor Letters, News

Alger Weatherbie Specialized Growth Fund’s Q1 2025 Investor Letter

Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” first quarter 2025 investor letter. U.S.

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June 18 - Hedge Fund Investor Letters, News

Here are Bristlemoon Global Fund’s Comments on Xponential Fitness (XPOF)

Bristlemoon Capital, a global equities firm, released its “Bristlemoon Global Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 18 - Hedge Fund Investor Letters, News

Bristlemoon Global Fund’s Investment Thesis for PAR Technology Corporation (PAR)

Bristlemoon Capital, a global equities firm, released its “Bristlemoon Global Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 18 - Hedge Fund Investor Letters, News

Bristlemoon Global Fund Sold Pinterest (PINS) to Enhance Quality and Reduce Digital Advertising Exposure

Bristlemoon Capital, a global equities firm, released its “Bristlemoon Global Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 18 - Hedge Fund Investor Letters, News

Bristlemoon Global Fund Decided to Exit Its Position in Interactive Brokers (IBKR). Here’s Why

Bristlemoon Capital, a global equities firm, released its “Bristlemoon Global Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 18 - Hedge Fund Investor Letters, News

Bristlemoon Global Fund’s Q1 2025 Investor Letter

Bristlemoon Capital, a global equities firm, released its “Bristlemoon Global Fund” first quarter 2025 investor letter.

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June 18 - Hedge Fund Investor Letters, News

Vertex Pharmaceuticals (VRTX) Soared as Investors Back Strategic Initiatives

Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Large Cap Equity Strategy” first quarter 2025 investor letter.

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June 18 - Hedge Fund Investor Letters, News

Earnings Beat Boosted Howmet Aerospace (HWM) in Q1

Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Large Cap Equity Strategy” first quarter 2025 investor letter.

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June 18 - Hedge Fund Investor Letters, News

Vertiv Holdings Co. (VRT) Fell Over Concerns About the Data Center Capex Bubble

Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Large Cap Equity Strategy” first quarter 2025 investor letter.

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June 18 - Hedge Fund Investor Letters, News

Here’s What Pressured Marvell Technology (MRVL) in Q1

Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Large Cap Equity Strategy” first quarter 2025 investor letter.

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June 18 - Hedge Fund Investor Letters, News

Hardman Johnston Large Cap Equity Strategy’s Q1 2025 Investor Letter

Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Large Cap Equity Strategy” first quarter 2025 investor letter.

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June 18 - Hedge Fund Investor Letters, News

Will Algonquin Power & Utilities Corp (AQN) Benefit from Management Change?

Ariel Investments, an investment management company, released its “Ariel Global Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 18 - Hedge Fund Investor Letters, News

Here’s Why Ariel Global Fund Exited Its Stake in Teradata Corp (TDC)

Ariel Investments, an investment management company, released its “Ariel Global Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 18 - Hedge Fund Investor Letters, News

What Makes Check Point Software Techs Ltd (CHKP) a Good Investment?

Ariel Investments, an investment management company, released its “Ariel Global Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 18 - Hedge Fund Investor Letters, News

What Makes Bank of America Corporation (BAC) a Lucrative Investment?

Ariel Investments, an investment management company, released its “Ariel Global Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 17 - Hedge Fund Investor Letters, News

Do You Believe in the Long-Term Growth Potential of Owens Corning (OC)?

Ariel Investments, an investment management company, released its “Ariel Global Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 17 - Hedge Fund Investor Letters, News

Taiwan Semiconductor Manufacturing Company, Ltd. (TSM) Slid on Weakening AI Sentiment

Ariel Investments, an investment management company, released its “Ariel Global Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 17 - Hedge Fund Investor Letters, News

Here’s Why Netapp (NTAP) Traded Lower in Q1

Ariel Investments, an investment management company, released its “Ariel Global Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 17 - Hedge Fund Investor Letters, News

CVS Health Corporation (CVS) Surged on Solid Returns and Better-Than-Expected Guidance

Ariel Investments, an investment management company, released its “Ariel Global Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 17 - Hedge Fund Investor Letters, News

Ariel Investments Global Fund’s Q1 2025 Investor Letter

Ariel Investments, an investment management company, released its “Ariel Global Fund” first-quarter 2025 investor letter.

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June 17 - Hedge Fund Investor Letters, News

Lindblad Expeditions Holdings (LIND) Fell on Softening Consumer Discretionary Spending

Ariel Investments, an investment management company, released its “Ariel Small Cap Value Strategy” first quarter 2025 investor letter.

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June 17 - Hedge Fund Investor Letters, News

Strong Commercial Revenue Growth Lifted First American Financial Corporation (FAF) in Q1

Ariel Investments, an investment management company, released its “Ariel Small Cap Value Strategy” first quarter 2025 investor letter.

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June 17 - Hedge Fund Investor Letters, News

Ariel Investments Small Cap Value Strategy’s Q1 2025 Investor Letter

Ariel Investments, an investment management company, released its “Ariel Small Cap Value Strategy” first quarter 2025 investor letter.

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June 17 - Hedge Fund Investor Letters, News

Will CoreCard Corporation (CCRD) be Long Cast Advisers’ Top Contributor in the Next Quarter?

Long Cast Advisers, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 17 - Hedge Fund Investor Letters, News

Long Cast Advisers’ Views on Quest Resource Holding Corporation (QRHC)

Long Cast Advisers, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 17 - Hedge Fund Investor Letters, News

Is Research Solutions (RSSS) a Vulnerable Stock?

Long Cast Advisers, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 17 - Hedge Fund Investor Letters, News

Long Cast Advisers’ Q1 2025 Investor Letter

Long Cast Advisers, an investment management firm, released its first-quarter 2025 investor letter. In the first quarter, the fund's cumulative net returns declined by 20%.

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June 17 - Hedge Fund Investor Letters, News

Here’s Silver Beech Capital’s Comments on First Industrial Realty Trust (FR)

Silver Beech Capital, a value-oriented investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 17 - Hedge Fund Investor Letters, News

Silver Beech Capital Exited Its Successful Investment in Brookfield Corporation (BN). Here’s Why

Silver Beech Capital, a value-oriented investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 17 - Hedge Fund Investor Letters, News

Silver Beech Capital’s Q1 2025 Investor Letter

Silver Beech Capital, a value-oriented investment management firm, released its first-quarter 2025 investor letter.

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June 17 - Hedge Fund Investor Letters, News

Will Xometry (XMTR) Benefit from Change in Global Supply Chains?

Prosper Stars & Stripes, a long/short equity fund, recently released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 17 - Hedge Fund Investor Letters, News

Does Kornit Digital Ltd. (KRNT) Have a Unique Business Model?

Prosper Stars & Stripes, a long/short equity fund, recently released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 17 - Hedge Fund Investor Letters, News

Prosper Stars & Stripes’ Comments on Helen of Troy Limited (HELE)

Prosper Stars & Stripes, a long/short equity fund, recently released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 17 - Hedge Fund Investor Letters, News

Here’s Why Prosper Stars & Stripes is Expecting Pressure on Insight Enterprises (NSIT)

Prosper Stars & Stripes, a long/short equity fund, recently released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 17 - Hedge Fund Investor Letters, News

Is Ryman Hospitality Properties (RHP) a Good Short Opportunity?

Prosper Stars & Stripes, a long/short equity fund, recently released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 17 - Hedge Fund Investor Letters, News

Here’s How TriMas Corp (TRS) Benefits from Modernization of US Defense Industry

Prosper Stars & Stripes, a long/short equity fund, recently released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 17 - Hedge Fund Investor Letters, News

Should You Invest in Karman Holdings (KRMN)?

Prosper Stars & Stripes, a long/short equity fund, recently released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 17 - Hedge Fund Investor Letters, News

Is Americold Realty Trust (COLD) a Resilient Business?

Prosper Stars & Stripes, a long/short equity fund, recently released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 13 - Hedge Fund Investor Letters, News

Prosper Stars & Stripes’ Short Thesis Bet on Flywire Corp. (FLYW) Paid Off

Prosper Stars & Stripes, a long/short equity fund, recently released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 13 - Hedge Fund Investor Letters, News

Fortrea Holdings (FTRE): The Best Performing Short Position of Prosper Stars & Stripes

Prosper Stars & Stripes, a long/short equity fund, recently released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 13 - Hedge Fund Investor Letters, News

Here’s Why Prosper Stars & Stripes Sold Its Stake in Materialise NV (MTLS)

Prosper Stars & Stripes, a long/short equity fund, recently released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 13 - Hedge Fund Investor Letters, News

Here’s Why Talen Energy Corp. (TLN) Surged in Q1

Prosper Stars & Stripes, a long/short equity fund, recently released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 13 - Hedge Fund Investor Letters, News

American Superconductor Corp. (AMSC): Prosper Stars & Stripes’ Largest Detractor in the Short Book

Prosper Stars & Stripes, a long/short equity fund, recently released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 13 - Hedge Fund Investor Letters, News

Does Repligen Corp (RGEN) Have a Strong Pricing Power?

Prosper Stars & Stripes, a long/short equity fund, recently released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 13 - Hedge Fund Investor Letters, News

Prosper Stars & Stripes’ Q1 2025 Investor Letter

Prosper Stars & Stripes, a long/short equity fund, recently released its first quarter 2025 investor letter.

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June 13 - Hedge Fund Investor Letters, News

Should You Consider Increasing Your Holdings in US Foods Holding Corp. (USFD)?

Artisan Partners, an investment management company, released its “Artisan Global Discovery Fund” first quarter 2025 investor letter.

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June 13 - Hedge Fund Investor Letters, News

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