NVIDIA Corporation (NVDA) Pulled Back in Q1 After Strong 2024
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.
Hedge Fund Investor Letters
Visa (V) Soared on Boost from Global Consumer Spending and Increased Cross-Border Travel
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.
Strong Results Lifted Uber Technologies (UBER) 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.
RiverPark Large Growth Fund’s Q1 2025 Investor Letter
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.
Policy Uncertainty Pulled Down Avantor (AVTR)
Broyhill Asset Management, an investment advisor, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Broyhill Asset Management Exited Nintendo Co., Ltd. (NTDOY) in Q1
Broyhill Asset Management, an investment advisor, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Six Flags Entertainment Corporation (FUN) Slid on Investors’ Concerns
Broyhill Asset Management, an investment advisor, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Do You Believe in the Upside Potential of Dollar Tree (DLTR)?
Broyhill Asset Management, an investment advisor, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Uber Technologies (UBER) a Lucrative Investment?
Broyhill Asset Management, an investment advisor, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Baxter International (BAX) Traded Higher Despite Tariff Disruptions
Broyhill Asset Management, an investment advisor, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Accelerated Momentum Lifted Philip Morris (PM) in Q1
Broyhill Asset Management, an investment advisor, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Broyhill Asset Management’s Q1 2025 Investor Letter
Broyhill Asset Management, an investment advisor, released its first quarter 2025 investor letter.
Nvidia (NVDA) Experienced a Sell-Off in Q1
Impax Asset Management, an investment management company, released its “Impax Global Environmental Markets Fund” first quarter 2025 investor letter.
Waste Management (WM) Rose on Strong Operational Results
Impax Asset Management, an investment management company, released its “Impax Global Environmental Markets Fund” first quarter 2025 investor letter.
Microsoft (MSFT) Fell Along with Mega-Cap Technology Stocks
Impax Asset Management, an investment management company, released its “Impax Global Environmental Markets Fund” first quarter 2025 investor letter.
Here’s Why Agilent Technologies (A) Traded Lower in Q1
Impax Asset Management, an investment management company, released its “Impax Global Environmental Markets Fund” first quarter 2025 investor letter.
Impax Global Environmental Markets Fund’s Q1 2025 Investor Letter
Impax Asset Management, an investment management company, released its “Impax Global Environmental Markets Fund” first quarter 2025 investor letter.
Generation Investment Management’s Investment Thesis for Agilent Technologies (A)
Generation Investment Management, an investment management firm, released its “Global Equity Strategy” first quarter 2025 investor letter.
Generation Investment Management Global Equity Strategy’s Q1 2025 Investor Letter
Generation Investment Management, an investment management firm, released its “Global Equity Strategy” first quarter 2025 investor letter.
Alphabet (GOOG) Slid Following DeepSeek News
Artisan Partners, an investment management company, released its “Artisan Value Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Merck & Co. (MRK) Traded Lower in Q1
Artisan Partners, an investment management company, released its “Artisan Value Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
PayPal Holdings (PYPL) Sold Off Despite Strong Results
Artisan Partners, an investment management company, released its “Artisan Value Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Philip Morris International (PM) Surged on Smoke-Free Product Platform
Artisan Partners, an investment management company, released its “Artisan Value Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Artisan Partners Value Fund Exited Marriott International (MAR) After Successful Investment
Artisan Partners, an investment management company, released its “Artisan Value Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Nestlé S.A. (NSRGY) a Better Investment Opportunity?
Artisan Partners, an investment management company, released its “Artisan Value Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s How Dollar General Corporation (DG) is Benefitting from Tariff Fears And Policy Uncertainty
Artisan Partners, an investment management company, released its “Artisan Value Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Artisan Partners Value Fund’s Q1 2025 Investor Letter
Artisan Partners, an investment management company, released its “Artisan Value Fund” first quarter 2025 investor letter.
Meridian Contrarian Fund Sold Radius Recycling (RDUS). Here’s Why
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Kornit Digital Ltd. (KRNT) Slid on Concerns over Macro-Driven Uncertainty
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Meridian Contrarian Fund Trimmed AXIS Capital Holdings Limited (AXS) After a Strong Performance
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Meridian Contrarian Fund is Holding Cameco Corporation (CCJ)
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Surge in Gold Prices Lifted New Gold (NGD)
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Concerns About Consumer Demand and Potential Tariff Impacted The Honest Company (HNST)
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Meridian Contrarian Fund’s Q1 2025 Investor Letter
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” first quarter 2025 investor letter. U.S.
Will Electronic Arts (EA) be Able to Close the Valuation Gap?
Maple Tree Capital, an investment management company, released its Q1 2025 investor letter. A copy of the letter can be downloaded here.
Will Uranium Energy Corporation (UEC) Benefit from Uranium Market Dynamics?
Maple Tree Capital, an investment management company, released its Q1 2025 investor letter. A copy of the letter can be downloaded here.
Maple Tree Capital’s Heartwood’s Latest Addition: Reddit (RDDT)
Maple Tree Capital, an investment management company, released its Q1 2025 investor letter. A copy of the letter can be downloaded here.
Upstart Holdings’ (UPST) Strong Earnings Report Made Maple Tree Capital to Increase Its Holdings
Maple Tree Capital, an investment management company, released its Q1 2025 investor letter. A copy of the letter can be downloaded here.
Do You Believe in the Growth Prospects of CrowdStrike Holdings (CRWD)?
Maple Tree Capital, an investment management company, released its Q1 2025 investor letter. A copy of the letter can be downloaded here.
Academy Sports and Outdoors (ASO) is Shaken from Trump’s Tariffs
Maple Tree Capital, an investment management company, released its Q1 2025 investor letter. A copy of the letter can be downloaded here.
Krispy Kreme (DNUT) Experienced Steep Decline Amid McDonald’s Rollout Setbacks and External Pressures
Maple Tree Capital, an investment management company, released its Q1 2025 investor letter. A copy of the letter can be downloaded here.
Maple Tree Capital’s Q1 2025 Investor Letter
Maple Tree Capital, an investment management company, released its Q1 2025 investor letter.
Strong Results Boosted Palantir Technologies’ (PLTR) Performance in Q1
Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” first quarter 2025 investor letter.
Broader Market Dynamics Pulled Down Astera Labs (ALAB) in Q1
Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” first quarter 2025 investor letter.
Marvell Technology (MRVL) Slid as Revenue Guidance Fell Short of Expectations
Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” first quarter 2025 investor letter.
Here’s Why AppLovin (APP) Fell in Q1
Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” first quarter 2025 investor letter.
Alger Mid Cap Focus Fund’s Q1 2025 Investor Letter
Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” first quarter 2025 investor letter. In Q1 2025, U.S.
Here’s Sands Capital Technology Innovators Fund’s Select Engagement Report on Roblox (RBLX)
Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q1 2025 investor letter.
What Makes Carvana Co. (CVNA) an Investment Bet?
Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q1 2025 investor letter.
Klaviyo (KVYO) Slid Despite Strong Earnings
Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q1 2025 investor letter.
