Does Genpact (G) Have a Long Runway for Growth?
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” first-quarter 2025 investor letter.
Hedge Fund Investor Letters
Should You Hold nVent Electric (NVT)?
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” first-quarter 2025 investor letter.
Artisan Mid Cap Value Fund Sold Dentsply Sirona (XRAY) due to Weak Dental Market
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” first-quarter 2025 investor letter.
Baxter International (BAX) Rebounded in Q1 After Reporting Strong Earnings
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” first-quarter 2025 investor letter.
Artisan Partners Mid Cap Value Fund’s Q1 2025 Investor Letter
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” first-quarter 2025 investor letter.
Does Lam Research Corporation (LRCX) Have a Promising Future?
Appalaches Capital, an investment management firm, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Is AutoZone (AZO) a Tariff Beneficiary?
Appalaches Capital, an investment management firm, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
How will CME Group (CME) Benefit from the Tariffs?
Appalaches Capital, an investment management firm, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Canadian National Railway Company (CNI) a Long-Term Holding?
Appalaches Capital, an investment management firm, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
CSX Corporation (CSX) Showed Resilience Amid Market Uncertainty
Appalaches Capital, an investment management firm, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s What Drives ASML Holding N.V.’s (ASML) Continuous Growth
Appalaches Capital, an investment management firm, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Lithia Motors (LAD) was Impacted by Tariffs
Appalaches Capital, an investment management firm, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Arch Capital Group Ltd. (ACGL) a Lucrative Investment?
Appalaches Capital, an investment management firm, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Appalaches Capital’s Q1 2025 Investor Letter
Appalaches Capital, an investment management firm, released its first quarter 2025 investor letter.
Is Aris Water Solutions (ARIS) Driving Sustainable Practices in Oil Production?
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Veracyte (VCYT) Shares Pulled Back Despite Beating Expectations
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Guidewire Software (GWRE) Benefited from the Business Model Transition
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes FTAI Aviation Ltd. (FTAI) a Good Investment?
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
MACOM Technology Solutions Holdings (MTSI) Slid on Negative Sentiment in the Market
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Artisan Small Cap Fund Trimmed its Position in SharkNinja (SN)
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Artisan Small Cap Fund Decided to Exit Dayforce (DAY)
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Should You Invest in Sweetgreen (SG)?
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Artisan Small Cap Fund Added Freshworks (FRSH) as it Reported Thesis-Affirming Earnings
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Artisan Small Cap Fund Sold Dutch Bros (BROS) for Valuation discipline
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Artisan Small Cap Fund Ended Its Investment Campaign in MYR Group (MYRG)
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Is Kratos Defense & Security Solutions (KTOS) Aligned with Current Defense Priorities?
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Halozyme Therapeutics (HALO) Rebounded in Q1
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Artisan Partners Small Cap Fund’s Q1 2025 Investor Letter
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” first quarter 2025 investor letter.
Is Lululemon (LULU) Trading at a Reasonable Price Now?
RGA Investment Advisors, an investment management company, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Should You Invest in Bruker Corp (BRKR)?
RGA Investment Advisors, an investment management company, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Taiwan Semiconductor Manufacturing (TSM) a Lucrative Investment?
RGA Investment Advisors, an investment management company, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
RGA Investment Advisors’ Q1 2025 Investor Letter
RGA Investment Advisors, an investment management company, released its first quarter 2025 investor letter.
Robust Results and Better-Than-Expected Guidance Lifted Intercontinental Exchange (ICE)
Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q1 2025 investor letter. A copy of the letter can be downloaded here.
Sands Capital Select Growth Sold Snowflake (SNOW) to Manage Its Holdings
Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q1 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Sands Capital Select Growth Sold Its Investments in Apple (AAPL)
Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q1 2025 investor letter. A copy of the letter can be downloaded here.
Amazon.com (AMZN) Hits Lowest Forward Earnings Multiple in 12 Months Since 2008
Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q1 2025 investor letter. A copy of the letter can be downloaded here.
Here’s What is Strengthening Uber Technologies’ (UBER) Position
Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q1 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Venture Global (VG) a Prospective Investment Choice?
Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q1 2025 investor letter. A copy of the letter can be downloaded here.
Cloudflare (NET) Surged on Gaining Investors’ Confidence
Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q1 2025 investor letter. A copy of the letter can be downloaded here.
Spotify’s (SPOT) Management Views 2025 as “Year of Accelerated Execution”
Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q1 2025 investor letter. A copy of the letter can be downloaded here.
Do You Believe in the Growth Prospects of Broadcom (AVGO)?
Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q1 2025 investor letter. A copy of the letter can be downloaded here.
Datadog (DDOG) Fell Along with Peers in Q1
Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q1 2025 investor letter. A copy of the letter can be downloaded here.
Sands Capital Select Growth Strategy’s Q1 2025 Investor Letter
Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q1 2025 investor letter. Select Growth Strategy primarily targets U.S.
Factors That Lifted UnitedHealth Group’s (UNH) Performance in Q1
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2025 investor letter.
Eli Lilly and Co. (LLY) Surged on Persistent Investor Enthusiasm
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2025 investor letter.
Do You Believe in the Long-Term Growth Potential of Charles Schwab Corp (SCHW)?
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2025 investor letter.
Should You Hold Apple (AAPL)?
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2025 investor letter.
What Makes Microsoft Corp. (MSFT) a Solid Long-Term Investment?
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2025 investor letter.
Riverpark Large Growth Fund Views Alphabet (GOOG) as a Core Holding with Compelling Upside
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2025 investor letter.
Amazon.com (AMZN) Declined Amid Concerns Over Cost Cuts and AWS Growth
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2025 investor letter.
