Crossroads Capital Investment Sold Its Position in Calumet (CLMT)
Crossroads Capital LLC, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Hedge Fund Investor Letters
Crossroads Capital Investment’s Q1 2025 Investor Letter
Crossroads Capital LLC, an investment management company, released its first-quarter 2025 investor letter.
Sands Capital Global Growth Sold Its Stake in Entegris (ENTG)
Sands Capital, an investment management company, released its “Sands Capital Global Growth Fund” first-quarter 2025 investor letter.
What Makes Intuitive Surgical (ISRG) an Investment Bet?
Sands Capital, an investment management company, released its “Sands Capital Global Growth Fund” first-quarter 2025 investor letter.
Should You Hold iRhythm Technologies (IRTC)?
Sands Capital, an investment management company, released its “Sands Capital Global Growth Fund” first-quarter 2025 investor letter.
Is Builders FirstSource (BLDR) Positioned to Benefit from the Fragmented Industry?
Sands Capital, an investment management company, released its “Sands Capital Global Growth Fund” first-quarter 2025 investor letter.
Do You Believe in the Long-Term Growth Potential of Samsara (IOT)?
Sands Capital, an investment management company, released its “Sands Capital Global Growth Fund” first-quarter 2025 investor letter.
Block (XYZ) Slid as the Guidance Fell Short of Expectations
Sands Capital, an investment management company, released its “Sands Capital Global Growth Fund” first-quarter 2025 investor letter.
Alphabet (GOOG) Declined due to Investors’ Skepticism
Sands Capital, an investment management company, released its “Sands Capital Global Growth Fund” first-quarter 2025 investor letter.
Sands Capital Global Growth’s Q1 2025 Investor Letter
Sands Capital, an investment management company, released its “Sands Capital Global Growth Fund” first-quarter 2025 investor letter.
American Express Company (AXP) Fell in Q1 Due to Cautious 2025 Guidance
Artisan Partners, an investment management company, released its “Artisan Select Equity Fund” first-quarter 2025 investor letter.
What Makes Berkshire Hathaway (BRK-B) an Attractive Investment Choice?
Artisan Partners, an investment management company, released its “Artisan Select Equity Fund” first-quarter 2025 investor letter.
Is Alphabet (GOOG) Trading at an Attractive Valuation?
Artisan Partners, an investment management company, released its “Artisan Select Equity Fund” first-quarter 2025 investor letter.
Artisan Select Equity Fund Sold Its Holdings in Alibaba Group Holding Limited (BABA). Here’s Why
Artisan Partners, an investment management company, released its “Artisan Select Equity Fund” first-quarter 2025 investor letter.
Should You Invest in Shell plc (SHEL)?
Artisan Partners, an investment management company, released its “Artisan Select Equity Fund” first-quarter 2025 investor letter.
Artisan Select Equity Fund’s Q1 2025 Investor Letter
Artisan Partners, an investment management company, released its “Artisan Select Equity Fund” first-quarter 2025 investor letter.
Ashland (ASH) Fell Despite Earnings Met Expectations
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” investor letter for the first quarter of 2025.
Teleflex (TFX) Fell on Spin-Off Announcements
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” investor letter for the first quarter of 2025.
Diamond Hill Mid Cap Strategy Sold Informatica (INFA) in Q1. Here’s Why
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” investor letter for the first quarter of 2025.
Should You Invest in TransUnion (TRU)?
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” investor letter for the first quarter of 2025.
Does Illumina (ILMN) Have Good Long-Term Growth Prospects?
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” investor letter for the first quarter of 2025.
What Makes Martin Marietta Materials (MLM) a Compelling Investment Opportunity?
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” investor letter for the first quarter of 2025.
Here’s Why Diamond Hill Mid Cap Strategy Established a Position in Ventas (VTR)
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” investor letter for the first quarter of 2025.
WESCO (WCC) Traded Down Due to Cyclical Exposure and Leveraged Balance Sheet
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” investor letter for the first quarter of 2025.
Does VeriSign (VRSN) Have an Attractive Business Model?
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” investor letter for the first quarter of 2025.
Huntington Ingalls Industries (HII) Surged After the Announcement of the New Shipbuilding Office
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” investor letter for the first quarter of 2025.
Diamond Hill Capital Mid Cap Strategy’s Q1 2025 Investor Letter
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” investor letter for the first quarter of 2025.
Globant (GLOB) Slid Despite Satisfactory Results
Impax Asset Management, an investment management company, released its “Impax US Sustainable Economy Fund” first quarter 2025 investor letter.
Here’s Why American Water Works (AWK) Surged in Q1
Impax Asset Management, an investment management company, released its “Impax US Sustainable Economy Fund” first quarter 2025 investor letter.
Edison International (EIX) Struggled After California Wildfires
Impax Asset Management, an investment management company, released its “Impax US Sustainable Economy Fund” first quarter 2025 investor letter.
Here’s Why ServiceNow (NOW) Traded Lower in Q1
Impax Asset Management, an investment management company, released its “Impax US Sustainable Economy Fund” first quarter 2025 investor letter.
The Progressive Corporation (PGR) Surged after Reporting Strong Earnings
Impax Asset Management, an investment management company, released its “Impax US Sustainable Economy Fund” first quarter 2025 investor letter.
Positive Outlook Boosted Gilead Sciences (GILD) in Q1
Impax Asset Management, an investment management company, released its “Impax US Sustainable Economy Fund” first quarter 2025 investor letter.
Impax US Sustainable Economy Fund’s Q1 2025 Investor Letter
Impax Asset Management, an investment management company, released its “Impax US Sustainable Economy Fund” first quarter 2025 investor letter.
Broadcom (AVGO) Declined 28% in Q1
Jackson Peak Capital, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Meta Platforms (META) Fell Along with Other Market and Macro Sensitive Stocks
Jackson Peak Capital, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Palantir Technologies (PLTR): Capitalizing on Earnings and Market Positioning
Jackson Peak Capital, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Alibaba (BABA) Surged in Q1
Jackson Peak Capital, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Tesla (TSLA) is on the List of Jackson Peak Capital’s Top Portfolio Contributors. Here’s How
Jackson Peak Capital, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Jackson Peak Capital’s Q1 2025 Investor Letter
Jackson Peak Capital, an investment management firm, released its first-quarter 2025 investor letter.
OKTA (OKTA) Surged as its Financial Performance Exceeded Market Expectations
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Growth Fund” first quarter 2025 investor letter.
Strong Business Performance Lifted RB Global (RBA) in Q1
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Growth Fund” first quarter 2025 investor letter.
Do You Believe in the Long-Term Growth Potential of Tandem Diabetes Care (TNDM)?
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Growth Fund” first quarter 2025 investor letter.
Ziff Davis (ZD) Slid on Earnings Miss and Poor Organic Growth
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Growth Fund” first quarter 2025 investor letter.
CarGurus (CARG) Fell Despite Reporting Strong Earnings
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Growth Fund” first quarter 2025 investor letter.
Meridian Growth Fund Trimmed Halozyme Therapeutics (HALO) for the Valuation Discipline
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Growth Fund” first quarter 2025 investor letter.
Meridian Growth Fund’s Q1 2025 Investor Letter
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Growth Fund” first quarter 2025 investor letter.
Here’s Why Bio-Rad Laboratories (BIO) Traded Lower in Q1
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” first-quarter 2025 investor letter.
What Makes Permian Resources Corporation (PR) an Investment Bet?
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” first-quarter 2025 investor letter.
Polaris (PII) Declined on Weak Demand
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” first-quarter 2025 investor letter.
