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Hedge Funds

Strong Results Lifted Kratos Defense & Security Solutions (KTOS)

Baron Funds, an investment management company, released its “Baron Discovery Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.

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May 19 - Hedge Fund Investor Letters, News

Should You be Confident in Tempus AI (TEM)?

Baron Funds, an investment management company, released its “Baron Discovery Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.

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May 19 - Hedge Fund Investor Letters, News

Montrose Environmental Group (MEG) Declined over Potential EPA Enforcement Rollback

Baron Funds, an investment management company, released its “Baron Discovery Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.

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May 19 - Hedge Fund Investor Letters, News

Baron Discovery Fund’s Q1 2025 Investor Letter

Baron Funds, an investment management company, released its “Baron Discovery Fund” first quarter 2025 investor letter.

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May 19 - Hedge Fund Investor Letters, News

Here’s How the Short-Term Issues are Affecting Kosmos Energy Ltd. (KOS)

Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Mid-Cap Value Fund” first quarter 2025 investor letter.

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May 19 - Hedge Fund Investor Letters, News

Here’s Why CVS Health Corp. (CVS) Traded Higher in Q1

Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Mid-Cap Value Fund” first quarter 2025 investor letter.

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May 19 - Hedge Fund Investor Letters, News

Adient PLC (ADNT) Fell Along with Peers in Q1

Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Mid-Cap Value Fund” first quarter 2025 investor letter.

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May 19 - Hedge Fund Investor Letters, News

Here’s Why Fluor Corp. (FLR) Fell in Q1

Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Mid-Cap Value Fund” first quarter 2025 investor letter.

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May 19 - Hedge Fund Investor Letters, News

F5 (FFIV) Generated Robust Quarterly Results

Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Mid-Cap Value Fund” first quarter 2025 investor letter.

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May 19 - Hedge Fund Investor Letters, News

American International Group (AIG) is Positioned for Operating Performance Improvement

Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Mid-Cap Value Fund” first quarter 2025 investor letter.

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May 19 - Hedge Fund Investor Letters, News

Hotchkis & Wiley Mid-Cap Value Fund’s Q1 2025 Investor Letter

Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Mid-Cap Value Fund” first quarter 2025 investor letter.

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May 19 - Hedge Fund Investor Letters, News

What Makes EMCOR Group (EME) a Good Investment?

TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.

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May 19 - Hedge Fund Investor Letters, News

Here’s Why Gartner’s (IT) Shares Slipped in Q1

TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.

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May 19 - Hedge Fund Investor Letters, News

Robust Results Lifted Cencora (COR) Amid Upgraded Outlook

TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.

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May 19 - Hedge Fund Investor Letters, News

Should You Consider Increasing Your Holdings in CrowdStrike Holdings (CRWD)?

TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.

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May 19 - Hedge Fund Investor Letters, News

Here’s What Fueled an 8% Lift of Verisk Analytics (VRSK)

TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.

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May 19 - Hedge Fund Investor Letters, News

TimesSquare Capital FOCUS Growth Strategy Trimmed BJ’s Wholesale Club Holdings (BJ) on Price Appreciation

TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.

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May 19 - Hedge Fund Investor Letters, News

O’Reilly Automotive’s (ORLY) Revenue Exceeded Expectations. Here’s why

TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.

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May 19 - Hedge Fund Investor Letters, News

What Makes Waste Connections (WCN) a Resilient Business?

TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.

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May 19 - Hedge Fund Investor Letters, News

TPG (TPG) Fell Despite Reporting Distributable Earnings Above Expectations

TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.

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May 19 - Hedge Fund Investor Letters, News

TimesSquare Capital Management U.S. Focus Growth Strategy’s Q1 2025 Investor Letter

TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter.

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May 19 - Hedge Fund Investor Letters, News

Here’s Why Oracle Corporation (ORCL) Fell in Q1

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” first quarter 20245 investor letter.

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May 19 - Hedge Fund Investor Letters, News

10 Unstoppable Dividend Stocks to Buy Now

Dividend-paying stocks are drawing increased attention from investors amid this year’s market volatility.

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May 18 - Dividend Stocks, Hedge Funds, News

Jim Cramer Recently Commented On These 12 Stocks

“My view, you can be as cynical and corrosive as you want about the vast majority of things in the world in life.

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May 16 - Hedge Funds, News

How Did These 10 Predictions By Jim Cramer Turn Out?

He emphasized that natural gas is heavily influenced by federal policy, especially when it comes to exports.

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May 16 - Hedge Funds, News

10 Trending AI Stocks on Wall Street Right Now

US President Donald Trump wrapped up his tour of the Middle East today, concluding numerous high-profile deals and diplomatic engagements with countries such as Saudi Arabia, ...

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May 16 - Hedge Funds, Industries, News, Tech

Jim Cramer On Bristol-Myers Squibb: “Waiting For It To Bottom”

“Let's get started with the stocks that sold off hard today, because I think it's really important, because you know most, if not all, of these companies.

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May 16 - Hedge Funds, News

Jim Cramer On AbbVie: Makes “Sense To Start a Position in the Stock”

“Or how about one of my absolute favorites right here too, AbbVie. Now here's a drug company with no patent cliff in sight whatsoever.

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May 16 - Hedge Funds, News

Jim Cramer Notes That “People Are Staying Away From” Johnson & Johnson

“Or let's consider Johnson & Johnson, triple A balance sheet, many drugs in the pipeline, one of the best-run companies in America, if not the world, with perhaps the most billion...

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May 16 - Hedge Funds, News

Jim Cramer Says That “You Can Miss” Procter & Gamble (PG)

“I've always believed that there are two consumer packaged goods companies that make a ton of sense whenever they go down, and that's Procter & Gamble and Colgate.

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May 16 - Hedge Funds, News

Jim Cramer Says Colgate-Palmolive “Could Go Lower”

“I've always believed that there are two consumer packaged goods companies that make a ton of sense whenever they go down, and that's Procter & Gamble and Colgate… Colgate...

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May 16 - Hedge Funds, News

Jim Cramer Says PepsiCo is “Worth a Lot More Than It’s Selling For”

“Then let's go [to] food. PepsiCo is, by all standards, an amazing company, worldwide franchises and beverages, and snacks.

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May 16 - Hedge Funds, News

Jim Cramer Commented on 7 Hard-to-Own Safety Stocks

“When interest rates go up, even if they go up just a little, you can see lots of very good well-known stocks with juicy dividends just get pummeled.

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May 16 - Hedge Funds, News

10 AI Stocks on Wall Street’s Radar

Days after the Biden-era rule on AI chips export was rescinded, a bipartisan group of eight U.S.

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May 16 - Hedge Funds, Industries, News, Tech

8 Stocks on Jim Cramer’s Radar Recently

On Wednesday’s episode of Mad Money, Jim Cramer reviewed the recent developments affecting drug distribution companies and laid out why he is turning cautious on the group.

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May 16 - Hedge Funds, News

Should You Consider Adding Starbucks Corporation (SBUX) to Your Portfolio?

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” first quarter 20245 investor letter.

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May 16 - Hedge Fund Investor Letters, News

Do You Believe in the Growth Trajectory of Aon plc (AON)?

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” first quarter 20245 investor letter.

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May 16 - Hedge Fund Investor Letters, News

Here’s Why Polen Focus Growth Strategy Exited Novo Nordisk A/S (NVO)

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” first quarter 20245 investor letter.

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May 16 - Hedge Fund Investor Letters, News

Polen Capital Focus Growth Strategy’s Q1 2025 Investor Letter

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” first quarter 20245 investor letter.

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May 16 - Hedge Fund Investor Letters, News

Will Veeco Instruments (VECO) Benefit from Semiconductor Evolution?

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” first quarter 2025 investor letter.

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May 16 - Hedge Fund Investor Letters, News

Aristotle Small Cap Equity Strategy Sold ModivCare (MODV) Due to a Deteriorating Fundamental Outlook

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” first quarter 2025 investor letter.

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May 16 - Hedge Fund Investor Letters, News

What Makes Agree Realty Corporation (ADC) an Investment Bet?

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” first quarter 2025 investor letter.

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May 16 - Hedge Fund Investor Letters, News

Huron Consulting Group (HURN) Surged after Reporting Strong Results

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” first quarter 2025 investor letter.

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May 16 - Hedge Fund Investor Letters, News

Do You Believe in the Growth Potential of Valvoline (VVV)?

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” first quarter 2025 investor letter.

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May 16 - Hedge Fund Investor Letters, News

Aristotle Small Cap Equity Strategy Initiated a Position in Old National Bancorp (ONB) in Q1

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” first quarter 2025 investor letter.

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May 16 - Hedge Fund Investor Letters, News

Rise in Gold Prices Lifted Alamos Gold (AGI) in Q1

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” first quarter 2025 investor letter.

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May 16 - Hedge Fund Investor Letters, News

Should You Hold MACOM Technology Solutions (MTSI)?

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” first quarter 2025 investor letter.

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May 16 - Hedge Fund Investor Letters, News

Here’s Why Columbus McKinnon (CMCO) Fell in Q1

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” first quarter 2025 investor letter.

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May 16 - Hedge Fund Investor Letters, News

Aristotle Capital Small Cap Equity Strategy’s Q1 2025 Investor Letter

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” first quarter 2025 investor letter.

Keep Reading →

May 16 - Hedge Fund Investor Letters, News

Cameco Corporation (CCJ) Fell Following President Trump’s 10% Tariff on Canadian Energy Exports

Aristotle Capital Management, LLC, an investment management company, released its “Global Equity Strategy” first quarter 2025 investor letter.

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May 16 - Hedge Fund Investor Letters, News

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