Giverny Capital Asset Management Added Arista Networks Inc (ANET) on a Dip
Giverny Capital Asset Management, LLC, an investment management company, recently published its first-quarter 2025 investor letter.
Hedge Fund Investor Letters
What Makes AAON (AAON) an Investment Bet?
Giverny Capital Asset Management, LLC, an investment management company, recently published its first-quarter 2025 investor letter.
Here’s Why Giverny Capital Asset Management Exited its Position in Five Below (FIVE)
Giverny Capital Asset Management, LLC, an investment management company, recently published its first-quarter 2025 investor letter.
Should You Consider Adding TWFG (TWFG) to Your Portfolio?
Giverny Capital Asset Management, LLC, an investment management company, recently published its first-quarter 2025 investor letter.
Giverny Capital Asset Management Trimmed Progressive (PGR) on Share Price Appreciation
Giverny Capital Asset Management, LLC, an investment management company, recently published its first-quarter 2025 investor letter.
Giverny Capital Asset Management Sold Carmax (KMX) Amid Difficult Competitive Environment
Giverny Capital Asset Management, LLC, an investment management company, recently published its first-quarter 2025 investor letter.
Should You Invest in Builders FirstSource (BLDR)?
Giverny Capital Asset Management, LLC, an investment management company, recently published its first-quarter 2025 investor letter.
Factors That Drive Kinsale Capital Group’s (KNSL) Growth
Giverny Capital Asset Management, LLC, an investment management company, recently published its first-quarter 2025 investor letter.
What Makes Medpace Holdings (MEDP) a Better Investment?
Giverny Capital Asset Management, LLC, an investment management company, recently published its first-quarter 2025 investor letter.
Giverny Capital Asset Management’s Q1 2025 Investor Letter
Giverny Capital Asset Management, LLC, an investment management company, recently published its first-quarter 2025 investor letter.
Here’s Why Agilysys (AGYS) Traded Down in Q1
Fred Alger Management, an investment management company, released its “Alger Small Cap Focus Fund” first quarter 2025 investor letter.
FTAI Aviation Ltd. (FTAI) Slid After a Short-Seller Report
Fred Alger Management, an investment management company, released its “Alger Small Cap Focus Fund” first quarter 2025 investor letter.
Here’s Why Investors Rotated Away from Xometry (XMTR)
Fred Alger Management, an investment management company, released its “Alger Small Cap Focus Fund” first quarter 2025 investor letter.
Guidewire Software (GWRE) Surged on Strong Quarterly Results
Fred Alger Management, an investment management company, released its “Alger Small Cap Focus Fund” first quarter 2025 investor letter.
GeneDx Holdings Corp. (WGS) Rose on Robust Customer Demand
Fred Alger Management, an investment management company, released its “Alger Small Cap Focus Fund” first quarter 2025 investor letter.
Alger Small Cap Focus Fund’s Q1 2025 Investor Letter
Fred Alger Management, an investment management company, released its “Alger Small Cap Focus Fund” first quarter 2025 investor letter.
Here’s Why Middle Coast Investing Sold Atkore (ATKR)
Middle Coast Investing, an investment advisor firm, released its first-quarter investor letter. A copy of the letter can be downloaded here.
Here’s Wedgewood Partners’ Investment Thesis for United Rentals (URI)
Wedgewood Partners, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Wedgewood Partners is Holding PayPal Holdings (PYPL)
Wedgewood Partners, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Alphabet (GOOG) a Long-Term Investment?
Wedgewood Partners, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here are the Factors that Lifted O’Reilly Automotive (ORLY) in Q1
Wedgewood Partners, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Visa (V): Wedgewood Partners’ Top Q1 Contributor
Wedgewood Partners, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Wedgewood Partners’ Q1 2025 Investor Letter
Wedgewood Partners, an investment management company, released its first-quarter 2025 investor letter.
Will Sysco Corporation (SYY) be Able to Reinvigorate Growth?
Oakmark Funds, advised by Harris Associates, released its “Oakmark Global Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Does Airbnb (ABNB) have Long Runway for Growth?
Oakmark Funds, advised by Harris Associates, released its “Oakmark Global Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Lloyds Banking Group plc (LYG) Surged on Strong 2024 Results
Oakmark Funds, advised by Harris Associates, released its “Oakmark Global Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Oakmark Global Fund’s Q1 2025 Investor Letter
Oakmark Funds, advised by Harris Associates, released its “Oakmark Global Fund” first quarter 2025 investor letter.The fund’s investor class returned 4.39% in the quarter...
Should You Invest in Flutter Entertainment plc (FLUT)?
Oakmark Funds, advised by Harris Associates, released its “Oakmark International Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
WPP plc (WPP) Fell due to Results Falling Short of Expectations
Oakmark Funds, advised by Harris Associates, released its “Oakmark International Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Do You Think Rentokil Initial plc (RTO) is a Low Volatility Stock?
Oakmark Funds, advised by Harris Associates, released its “Oakmark International Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s What Helps LVMH Moët Hennessy – Louis Vuitton, Société Européenne (LVMUY) to Retain Attractive Revenue Growth
Oakmark Funds, advised by Harris Associates, released its “Oakmark International Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Oakmark International Fund’s Q1 2025 Investor Letter
Oakmark Funds, advised by Harris Associates, released its “Oakmark International Fund” first quarter 2025 investor letter.
Oakmark Select Fund’s Q1 2025 Investor Letter
Oakmark Funds, advised by Harris Associates, released its “Oakmark Select Fund” first quarter 2025 investor letter.
Solid Results Lifted Intercontinental Exchange (ICE) in Q1
Oakmark Funds, advised by Harris Associates, released its “Oakmark Select Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Oakmark Equity and Income Fund Added Molina Healthcare (MOH) to its Portfolio
Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” Q1 2025 investor letter. A copy of the letter can be downloaded here.
Oakmark Equity and Income Fund’s Q1 2025 Investor Letter
Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” Q1 2025 investor letter.The fund’s investor class delivered 0.91% during the ...
Will FirstCash Holdings (FCFS) be Able to Generate Strong Growth?
Fiduciary Management Inc. (FMI), an independent money management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Is Allegion Public Limited Co. (ALLE) an Undervalued Stock?
Fiduciary Management Inc. (FMI), an independent money management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Fiduciary Management Inc.’s Q1 2025 Investor Letter
Fiduciary Management Inc. (FMI), an independent money management firm, released its first-quarter 2025 investor letter.
Several Headwinds Impacted Nvidia Corporation’s (NVDA) Performance in Q1
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Factors that Lifted GFL Environmental (GFL) in Q1
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
HEICO Corporation (HEI) Surged after Reporting Strong Q1 Results
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Should You be Confident in Microsoft Corporation’s (MSFT) Ability to Retain Leadership Position in AI?
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Amazon.com (AMZN) a Fundamentally Strong Company?
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Spotify (SPOT) Rose Due to Favourable Trends
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Alger Spectra Fund’s Q1 2025 Investor Letter
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” first quarter 2025 investor letter.
Here’s Why Taiwan Semiconductor (TSM) Plummeted in Q1
Middle Coast Investing, an investment advisor firm, released its first-quarter investor letter. A copy of the letter can be downloaded here.
Here’s the Update on Discover Financial and Capital One Financial Corporation’s (COF) Deal
Middle Coast Investing, an investment advisor firm, released its first-quarter investor letter. A copy of the letter can be downloaded here.
Vimeo’s (VMEO) Declining Legacy Business is Hurting Overall Growth
Middle Coast Investing, an investment advisor firm, released its first-quarter investor letter. A copy of the letter can be downloaded here.
Here’s What Happened to DallasNews Corporation (DALN) in Q1
Middle Coast Investing, an investment advisor firm, released its first-quarter investor letter. A copy of the letter can be downloaded here.
