Here’s Why Microsoft (MSFT) Declined in Q1
Columbia Threadneedle Investments, an investment management company, released its “Columbia Threadneedle Global Technology Growth Strategy” first-quarter 2025 investor letter...
Hedge Fund Investor Letters
Broadcom (AVGO) Declined Along with Peers
Columbia Threadneedle Investments, an investment management company, released its “Columbia Threadneedle Global Technology Growth Strategy” first-quarter 2025 investor letter...
Should You Hold Marvell Technology (MRVL)?
Columbia Threadneedle Investments, an investment management company, released its “Columbia Threadneedle Global Technology Growth Strategy” first-quarter 2025 investor letter...
Here’s What Led Alibaba’s (BABA) Outperformance
Columbia Threadneedle Investments, an investment management company, released its “Columbia Threadneedle Global Technology Growth Strategy” first-quarter 2025 investor letter...
NVIDIA (NVDA) Fell Due to Competitive Threat
Columbia Threadneedle Investments, an investment management company, released its “Columbia Threadneedle Global Technology Growth Strategy” first-quarter 2025 investor letter...
T-Mobile US (TMUS) Continued its Growth Story in Q1
Columbia Threadneedle Investments, an investment management company, released its “Columbia Threadneedle Global Technology Growth Strategy” first-quarter 2025 investor letter...
Here’s Why Visa (V) Surged in Q1
Columbia Threadneedle Investments, an investment management company, released its “Columbia Threadneedle Global Technology Growth Strategy” first-quarter 2025 investor letter...
Strong Execution Lifted Uber (UBER) in Q1
Columbia Threadneedle Investments, an investment management company, released its “Columbia Threadneedle Global Technology Growth Strategy” first-quarter 2025 investor letter...
Columbia Threadneedle Global Technology Growth Strategy’s Q1 2025 Investor Letter
Columbia Threadneedle Investments, an investment management company, released its “Columbia Threadneedle Global Technology Growth Strategy” first-quarter 2025 investor letter...
What Makes MSCI (MSCI) a Good Long-Term Investment?
Baron Funds, an investment management company, released its “Baron Growth Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Vail Resorts (MTN) Fell due to Investor Concerns
Baron Funds, an investment management company, released its “Baron Growth Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Arch Capital Group Ltd. (ACGL) Rebounded due to Favorable Operating Trends and Stability
Baron Funds, an investment management company, released its “Baron Growth Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Baron Growth Fund’s Q1 2025 Investor Letter
Baron Funds, an investment management company, released its “Baron Growth Fund” first quarter 2025 investor letter.
What Makes Badger Meter (BMI) an Investment Opportunity?
Brown Capital Management, an investment management company, released its “The Brown Capital Management Small Company Fund” first quarter 2025 investor letter.
Datadog (DDOG) Fell on Weak Guidance
Brown Capital Management, an investment management company, released its “The Brown Capital Management Small Company Fund” first quarter 2025 investor letter.
Here’s Why Glaukos (GKOS) Shares Traded Lower in Q1
Brown Capital Management, an investment management company, released its “The Brown Capital Management Small Company Fund” first quarter 2025 investor letter.
Brown Capital Management Small Company Fund Sold 10x Genomics (TXG) Due to Fundamental Concerns
Brown Capital Management, an investment management company, released its “The Brown Capital Management Small Company Fund” first quarter 2025 investor letter.
Cytek Biosciences (CTKB) Faced Challenges from NIH Funding Reductions
Brown Capital Management, an investment management company, released its “The Brown Capital Management Small Company Fund” first quarter 2025 investor letter.
Here’s Why Brown Capital Management Small Company Fund Sold Inogen (INGN) in Q1
Brown Capital Management, an investment management company, released its “The Brown Capital Management Small Company Fund” first quarter 2025 investor letter.
Is Red Violet (RDVT) Well Positioned for Continued Growth?
Brown Capital Management, an investment management company, released its “The Brown Capital Management Small Company Fund” first quarter 2025 investor letter.
Should You Expect a Large Market Opportunity for Veeva Systems (VEEV)?
Brown Capital Management, an investment management company, released its “The Brown Capital Management Small Company Fund” first quarter 2025 investor letter.
Better-Than-Expected Earnings Report Lifted Guidewire Software (GWRE) in Q1
Brown Capital Management, an investment management company, released its “The Brown Capital Management Small Company Fund” first quarter 2025 investor letter.
Tyler Technologies (TYL) Views New DOGE as an Opportunity. Here’s Why
Brown Capital Management, an investment management company, released its “The Brown Capital Management Small Company Fund” first quarter 2025 investor letter.
Manhattan Associates (MANH) Reported Cautious 2025 Outlook Despite Reporting Strong 2024 Results
Brown Capital Management, an investment management company, released its “The Brown Capital Management Small Company Fund” first quarter 2025 investor letter.
The Brown Capital Management Small Company Fund’s Q1 2025 Investor Letter
Brown Capital Management, an investment management company, released its “The Brown Capital Management Small Company Fund” first quarter 2025 investor letter.
Google (GOOGL) Fell on Mixed Results
Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Large Cap Fundamental Value Fund” first quarter 2025 investor letter.
Elevance Health (ELV) Reported Strong Q1 Results
Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Large Cap Fundamental Value Fund” first quarter 2025 investor letter.
Magna International (MGA) Slid Due to Heightened Tariffs
Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Large Cap Fundamental Value Fund” first quarter 2025 investor letter.
Olin Corp. (OLN) Declined on Weak Earnings Results
Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Large Cap Fundamental Value Fund” first quarter 2025 investor letter.
Hotchkis & Wiley Large Cap Fundamental Value Fund’s Q1 2025 Investor Letter
Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Large Cap Fundamental Value Fund” first quarter 2025 investor letter.
Here’s Why Polen U.S SMID Company Growth Strategy Exited its Position in Booz Allen Hamilton Holding Corporation (BAH)
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” first-quarter 2025 investor letter.
Polen U.S SMID Company Growth Strategy Sold Charles River Laboratories International (CRL) for More Attractive Opportunities
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” first-quarter 2025 investor letter.
What Makes Comfort Systems USA (FIX) an Investment Bet?
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” first-quarter 2025 investor letter.
Polen U.S SMID Company Growth Strategy Reinitiated its Position in Wingstop (WING)?
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” first-quarter 2025 investor letter.
Should You Consider Adding Manhattan Associates (MANH) to Your Portfolio?
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” first-quarter 2025 investor letter.
What Makes Construction Partners (ROAD) a High-Growth Business?
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” first-quarter 2025 investor letter.
Is Saia (SAIA) Benefitting from Structured Margin Expansion?
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” first-quarter 2025 investor letter.
Here’s Why Progyny (PGNY) Rebounded in Q1
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” first-quarter 2025 investor letter.
What Makes Paycom Software (PAYC) a Good Long-Term Business?
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” first-quarter 2025 investor letter.
Should You Sell Your Holdings in Align Technology (ALGN)?
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” first-quarter 2025 investor letter.
Disappointing Results Led Polen U.S SMID Company Growth Strategy to Sell Etsy (ETSY)
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” first-quarter 2025 investor letter.
Polen Capital U.S. SMID Company Growth Strategy’s Q1 2025 Investor Letter
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” first-quarter 2025 investor letter.
LegalZoom.com (LZ) Rebounded on Improved Results
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Small Cap Growth Fund” first quarter 2025 investor letter.
Veracyte (VCYT) Fell Despite Reporting Revenue Growth and Improved Profitability
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Small Cap Growth Fund” first quarter 2025 investor letter.
Merit Medical Systems (MMSI) Generated Positive Results from Margin Improvement Initiatives
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Small Cap Growth Fund” first quarter 2025 investor letter.
Here’s Why Meridian Small Cap Growth Fund Increased Its Position in International Money Express (IMXI)
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Small Cap Growth Fund” first quarter 2025 investor letter.
Meridian Small-Cap Growth Fund’s Q1 2025 Investor Letter
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Small Cap Growth Fund” first quarter 2025 investor letter. U.S.
Is FTAI Aviation (FTAI) Positioned for Strong Growth?
Crossroads Capital LLC, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Crossroads Capital Investment’s Thesis for Magnite (MGNI)
Crossroads Capital LLC, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Crossroads Capital Investment’s Updates on Nintendo (NTDOY)
Crossroads Capital LLC, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
