Alphabet (GOOG): Weitz Multi-Cap Equity Fund’s Top Q1 Detractor
Weitz Investment Management, an investment management firm, released its “Multi-Cap Equity Fund” first-quarter 2025 investor letter.
Hedge Fund Investor Letters
Standout Earnings Lifted HEICO (HEI) in Q1
Weitz Investment Management, an investment management firm, released its “Multi-Cap Equity Fund” first-quarter 2025 investor letter.
Berkshire Hathaway (BRK-B): Low Beta Stock in a Volatile Market
Weitz Investment Management, an investment management firm, released its “Multi-Cap Equity Fund” first-quarter 2025 investor letter.
Weitz Investment Management Multi-Cap Equity Fund’s Q1 2025 Investor Letter
Weitz Investment Management, an investment management firm, released its “Multi-Cap Equity Fund” first-quarter 2025 investor letter.
Vistra Corp. (VST) is Continuing its Upward Trajectory
Sound Shore Management, an investment management firm, has released its investor letter for the first quarter of 2025. A copy of the letter can be downloaded here.
Does The Walt Disney Company (DIS) Offer an Attractive Risk/Reward Potential?
Sound Shore Management, an investment management firm, has released its investor letter for the first quarter of 2025. A copy of the letter can be downloaded here.
PayPal (PYPL) Slid after a Strong 2024
Sound Shore Management, an investment management firm, has released its investor letter for the first quarter of 2025. A copy of the letter can be downloaded here.
Check Point Software Technologies Ltd. (CHKP) Boosts Earnings and Increases Share Buybacks with Strong Free Cash Flow
Sound Shore Management, an investment management firm, has released its investor letter for the first quarter of 2025. A copy of the letter can be downloaded here.
Regulatory Shake-Up Led to the Sell Off in Teva Pharmaceutical Industries Limited (TEVA)
Sound Shore Management, an investment management firm, has released its investor letter for the first quarter of 2025. A copy of the letter can be downloaded here.
Sound Shore Fund’s Q1 2025 Investor Letter
Sound Shore Management, an investment management firm, has released its investor letter for the first quarter of 2025.The fund’s Investor Class (SSHFX) and Institutional Class...
Softer-than-Expected Guidance and Results Weighed on Block’s (XYZ) Shares
Baron Funds, an investment management company, released its “Baron FinTech Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.
Apollo Global Management (APO) Slid on Uncertainty and Volatility
Baron Funds, an investment management company, released its “Baron FinTech Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.
Strong Volume Trends Lifted Tradeweb Markets (TW) in Q1
Baron Funds, an investment management company, released its “Baron FinTech Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.
What is Contributing to Robinhood Markets’ (HOOD) Strong Performance?
Baron Funds, an investment management company, released its “Baron FinTech Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.
Is ServiceTitan (TTAN) Set for 20%-plus Growth?
Baron Funds, an investment management company, released its “Baron FinTech Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.
KKR & Co. Inc. (KKR) Traded Lower due to Macroeconomic Concerns
Baron Funds, an investment management company, released its “Baron FinTech Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.
Morningstar (MORN) Slid on Disappointing Quarterly Results
Baron Funds, an investment management company, released its “Baron FinTech Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.
The Progressive Corporation (PGR) Surged in Q1. Here’s Why
Baron Funds, an investment management company, released its “Baron FinTech Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.
MercadoLibre (MELI) Shares Rebounded in Q1
Baron Funds, an investment management company, released its “Baron FinTech Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.
Baron FinTech Fund’s Q1 2025 Investor Letter
Baron Funds, an investment management company, released its “Baron FinTech Fund” first quarter 2025 investor letter. U.S.
Polen Capital Global Growth has an Uncertain Outlook on NVIDIA Corporation (NVDA)
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” first-quarter 2025 investor letter.
What Makes Amazon.com (AMZN) an Incredible Long-Term Bet?
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” first-quarter 2025 investor letter.
What Makes Willis Towers Watson Public Limited Company (WTW) a Lucrative Investment?
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” first-quarter 2025 investor letter.
What Makes Duocommun (DCO) a Compelling Opportunity?
Rewey Asset Management, an investment management company, released its “RAM Smid Composite” first quarter 2025 investor letter.
Here’s Why Zynex (ZYXI) Fell in Q1
Rewey Asset Management, an investment management company, released its “RAM Smid Composite” first quarter 2025 investor letter.
Rewey Asset Management Sold as Aginco Eagle (AEM) Grows Beyond Smid Range
Rewey Asset Management, an investment management company, released its “RAM Smid Composite” first quarter 2025 investor letter.
Rewey Asset Management’s Q1 2025 Investor Letter
Rewey Asset Management, an investment management company, released its “RAM Smid Composite” first quarter 2025 investor letter.
Should You Invest in MercadoLibre (MELI)?
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” first-quarter 2025 investor letter.
Abbott Laboratories (ABT) was up 16% in Q1
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” first-quarter 2025 investor letter.
Polen Capital Global Growth Strategy’s Q1 2025 Investor Letter
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” first-quarter 2025 investor letter.
Here are the Factors Impacting Zebra Technologies’ (ZBRA)
RS Investments, an investment management company, released its “RS Large Cap Value Strategy” first quarter 2025 investor letter.
Key Drivers Behind AbbVie’s (ABBV) Performance
RS Investments, an investment management company, released its “RS Large Cap Value Strategy” first quarter 2025 investor letter.
RS Large Cap Value Strategy’s Q1 2025 Investor Letter
RS Investments, an investment management company, released its “RS Large Cap Value Strategy” first quarter 2025 investor letter.
Wayfair (W) Failed to Regain Despite Extended Support
Recurve Capital, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Recurve Capital Partners’ Update on Cogent Communications Holdings (CCOI)
Recurve Capital, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Recurve Capital’s Q1 2025 Investor Letter
Recurve Capital, an investment management company, released its first-quarter 2025 investor letter. The first quarter was a volatile start to the year for the company.
Here’s Why Renaissance Large Cap Growth Strategy Exited Its Position in Honeywell International (HON)
Renaissance Investment Management, an investment management company, released its Q1 2025 “Large Cap Growth Strategy” investor letter.
Renaissance Large Cap Growth Strategy Sold Marriott International (MAR) Due to Weakening Fundamental Factors
Renaissance Investment Management, an investment management company, released its Q1 2025 “Large Cap Growth Strategy” investor letter.
What’s Powering PAR Technology’s (PAR) Growth and Profitability?
Greenhaven Road Capital, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Is Burford Capital (BUR) Resilient to Tariffs?
Greenhaven Road Capital, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here are Greenhaven Road Capital’s Views on Cellebrite (CLBT)
Greenhaven Road Capital, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Lifecore Biomedical (LFCR) a Beneficiary of the Trade Policies?
Greenhaven Road Capital, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s How KKR (KKR) Gets Affected by the Restructuring of Global Trade and Tariffs
Greenhaven Road Capital, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Greenhaven Road Capital’s New Addition: Kingsway Financial (KFS)
Greenhaven Road Capital, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Greenhaven Road Capital’s Q1 2025 Investor Letter
Greenhaven Road Capital, an investment management company, released its first-quarter 2025 investor letter.
Stable and Predictable Business Model Lifted Brown & Brown (BRO) in Q1
Renaissance Investment Management, an investment management company, released its Q1 2025 “Large Cap Growth Strategy” investor letter.
Will Copart (CPRT) Benefit from Increased Vehicle Complexity?
Renaissance Investment Management, an investment management company, released its Q1 2025 “Large Cap Growth Strategy” investor letter.
AbbVie (ABBV) has a Stable and Highly Profitable Business Model
Renaissance Investment Management, an investment management company, released its Q1 2025 “Large Cap Growth Strategy” investor letter.
Arista Networks (ANET) Slid on Investor Doubts Over Capital Sustainability
Renaissance Investment Management, an investment management company, released its Q1 2025 “Large Cap Growth Strategy” investor letter.
Broadcom (AVGO) Slid in Q1 Despite Reporting Robust Results
Renaissance Investment Management, an investment management company, released its Q1 2025 “Large Cap Growth Strategy” investor letter.
