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Insider Monkey Blog

Kopernik Global All-Cap Equity Fund’s Q2 2026 Investor Letter

Kopernik Global Investors recently released its "Global All-Cap Fund" second-quarter 2026 investor letter.

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September 8 - Hedge Fund Investor Letters, News

Strong Results Lifted Garrett Motion (GTX) in Q2

Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here.

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September 8 - Hedge Fund Investor Letters, News

Gold X2 Discovers Extension to the Span Prospect with Intersection of 40.4m of 2.05 g/t Au from 343.6m Indicating the Potential NE Extension of the Moss Deposit

Vancouver, British Columbia, September 8th, 2026, FinanceWire Gold X2 Mining Inc.

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September 8 - Press Releases

ZenaTech Plans Franchise Business Model for Drone as a Service Power Washing

Vancouver, British Columbia, September 8th, 2026, FinanceWire Company’s DaaS acquisition of Green Earth Powerwashing brings franchise experience and a model to accelerate incorporation...

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September 8 - Press Releases

Evaluating Bullish Potential in Regeneron Pharmaceuticals (REGN) Stock

Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here.

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September 8 - Hedge Fund Investor Letters, News

The Kroger Co. (KR) Shares Weighed by Inflation Pressure and Slowing Sales

Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here.

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September 8 - Hedge Fund Investor Letters, News

Power Metallic Defines High-Grade Maiden Resource at Lion Averaging ~3.9% CuEq, with >85% Indicated and Significant Expansion Potential

Toronto, Sept.

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September 8 - Press Releases

Hewlett Packard Enterprise Company (HPE) Jumps on Surging AI Infrastructure Demand

Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here.

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September 8 - Hedge Fund Investor Letters, News

Arrow Electronics (ARW) Stock Rises Sharply Amid AI Infrastructure Surge

Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here.

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September 8 - Hedge Fund Investor Letters, News

Harbor Mid Cap Value Fund Trimmed State Street (STT) Following Appreciation

Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here.

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September 8 - Hedge Fund Investor Letters, News

Here’s Why Analysts Downgraded Matador Resources Company (MTDR)

Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here.

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September 8 - Hedge Fund Investor Letters, News

TD Synnex (SNX) Shares Jump Over 50% on Cloud Growth and AI Infrastructure Demand

Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here.

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September 8 - Hedge Fund Investor Letters, News

Zoetis (ZTS) Shares Drop After Earnings Revision

Impax Asset Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the “Impax US Sustainable Economy Fund”.

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September 8 - Hedge Fund Investor Letters, News

Shift Away from Defensive Plays Hits Verizon Communications (VZ)

Impax Asset Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the “Impax US Sustainable Economy Fund”.

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September 8 - Hedge Fund Investor Letters, News

Adobe (ADBE) Declines on Elevated Investor Hopes

Impax Asset Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the “Impax US Sustainable Economy Fund”.

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September 8 - Hedge Fund Investor Letters, News

Capex Rebound Powers Applied Materials’ (AMAT) Performance

Impax Asset Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the “Impax US Sustainable Economy Fund”.

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September 8 - Hedge Fund Investor Letters, News

AI-Optimized Processors Fuel Advanced Micro Devices (AMD) Stock Growth

Impax Asset Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the “Impax US Sustainable Economy Fund”.

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September 8 - Hedge Fund Investor Letters, News

Micron Technology (MU) Rose on Elevated Demand for High-Bandwidth Memory

Impax Asset Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the “Impax US Sustainable Economy Fund”.

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September 8 - Hedge Fund Investor Letters, News

Impax US Sustainable Economy Fund’s Q2 2026 Investor Letter

Impax Asset Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the “Impax US Sustainable Economy Fund”.

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September 8 - Hedge Fund Investor Letters, News

Stewart Asset Management: AI Infrastructure Drives Lumentum Holdings’ (LITE) Potential

Stewart Asset Management’s flagship portfolio returned 15.97%, net of fees, in the second quarter, and the S&P 500 Index gained 15.20%.

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September 8 - Hedge Fund Investor Letters, News

Stewart Asset Management’s Q2 2026 Investor Letter

Stewart Asset Management’s flagship portfolio returned 15.97%, net of fees, in the second quarter, and the S&P 500 Index gained 15.20%.

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September 8 - Hedge Fund Investor Letters, News

Harbor Mid Cap Value Fund’s Q2 2026 Investor Letter

Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”.

Keep Reading →

September 8 - Hedge Fund Investor Letters, News

What Makes Guardant Health (GH) a Compelling Bet?

Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for the “Artisan Mid Cap Fund”. The letter can be downloaded here.

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September 8 - Hedge Fund Investor Letters, News

Is Tradeweb Markets (TW) Set for a Rebound? 

Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for the “Artisan Mid Cap Fund”. The letter can be downloaded here.

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September 8 - Hedge Fund Investor Letters, News

Forex Expo Dubai to Take Place as Scheduled on 22–23 September 2026

Dubai, United Arab Emirates, September 8th, 2026, FinanceWire Ninth edition proceeds as planned, bringing the industry together as the sector moves through a period of rapid platform...

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September 8 - Press Releases

Teledyne Technologies (TDY) Raises Guidance as Defense, Space and Industrial Demand Accelerate

Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for the “Artisan Mid Cap Fund”. The letter can be downloaded here.

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September 8 - Hedge Fund Investor Letters, News

Artisan Sold Insulet (PODD) Due to Competition Concerns

Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for the “Artisan Mid Cap Fund”. The letter can be downloaded here.

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September 8 - Hedge Fund Investor Letters, News

Artisan Added Comfort Systems USA (FIX) as Data Center Demand Accelerates 

Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for the “Artisan Mid Cap Fund”. The letter can be downloaded here.

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September 8 - Hedge Fund Investor Letters, News

Twist Bioscience (TWST) Rallied as AI and Pharma Drive DNA Demand

Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for the “Artisan Mid Cap Fund”. The letter can be downloaded here.

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September 8 - Hedge Fund Investor Letters, News

Roblox (RBLX) Faces a Growth Reset After Guidance Cuts — Is the Long-Term Story Still Intact? 

Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for the “Artisan Mid Cap Fund”. The letter can be downloaded here.

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September 8 - Hedge Fund Investor Letters, News

What Makes C.H. Robinson (CHRW) an Attractive Bet?

Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for the “Artisan Mid Cap Fund”. The letter can be downloaded here.

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September 8 - Hedge Fund Investor Letters, News

The Gabelli Small Cap Growth Fund’s Q2 2026 Investor Letter

Gabelli Investment Management Firm recently released its "Small Cap Growth Fund” second-quarter 2026 investor letter.

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September 8 - Hedge Fund Investor Letters, News

The Gabelli Focused Growth and Income Fund’s Q2 2026 Investor Letter

Gabelli Investment Management Firm recently released its "Focused Growth and Income Fund” second-quarter 2026 investor letter.

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September 8 - Hedge Fund Investor Letters, News

The Gabelli Global Rising Income and Dividend Fund’s Q2 2026 Investor Letter

Gabelli Investment Management Firm recently released its "Global Rising Income and Dividend Fund” second-quarter 2026 investor letter.

Keep Reading →

September 8 - Hedge Fund Investor Letters, News

The Gabelli Global Growth Fund’s Q2 2026 Investor Letter

Gabelli Investment Management Firm recently released its "Global Growth Fund” second-quarter 2026 investor letter.

Keep Reading →

September 8 - Hedge Fund Investor Letters, News

Moerus Worldwide Fund’s Q2 2026 Investor Letter

Moerus Capital Management LLC, an investment management firm, recently released its "Worldwide Fund " second-quarter 2026 investor letter.

Keep Reading →

September 8 - Hedge Fund Investor Letters, News

Reservoir Media’s (RSVR) Recorded Music Arm Is Suddenly Roaring

On August 4, Reservoir Media (NASDAQ:RSVR) reported first-quarter fiscal 2027 results for the period ended June 30, and the headline number was a 12% jump in revenue to $41.5 ...

Keep Reading →

September 8 - Hedge Funds, News

Hyster-Yale’s (HY) Bookings Boom Meets A Widening Loss

On August 4, Hyster-Yale (NYSE:HY) reported second-quarter results that read like two companies at once: bookings more than doubling from a year earlier and a bottom line still...

Keep Reading →

September 8 - Hedge Funds, News

Honest Company’s (HNST) Revenue Fell, Yet Profits Nearly Tripled

On August 5, The Honest Company (NASDAQ:HNST) reported second-quarter results that pulled in two directions at once.

Keep Reading →

September 8 - Hedge Funds, News

BlueLinx (BXC) Quietly Turns A Lumber Slump Into Profit

On August 4, BlueLinx Holdings (NYSE:BXC) reported second quarter 2026 results for the fiscal three months ended July 4, and the building products distributor posted margin gains...

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September 7 - Hedge Funds, News

Natural Grocers (NGVC) Grows Sales But Trims Its Own Forecast

On August 6, Natural Grocers by Vitamin Cottage (NYSE:NGVC) reported fiscal third-quarter results that capture a company growing again, just not as fast as it once promised.

Keep Reading →

September 7 - Hedge Funds, News

Enviri’s (NVRI) Massive Quarterly Loss Comes With A Silver Lining

On August 11, Enviri Corporation (NYSE:NVRI) reported second-quarter 2026 results showing a GAAP loss from continuing operations of $297 million, a sharp step down from the $45...

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September 7 - Hedge Funds, News

Consensus Cloud’s (CCSI) Buyback Doubles, But Growth Has A Catch

On August 6, Consensus Cloud Solutions (NASDAQ:CCSI) reported second-quarter results that read as two different companies stapled together.

Keep Reading →

September 7 - Hedge Funds, News

Claritev’s (CTEV) Profit Picture Brightens, But Its Cash Cushion Shrinks

On August 7, Claritev Corporation (NYSE:CTEV) reported second-quarter results that beat its own targets, marking five consecutive quarters of year-over-year revenue growth.

Keep Reading →

September 7 - Hedge Funds, News

CorMedix (CRMD) Just Tripled Its Profits, But Guidance Barely Budged

On August 13, CorMedix (NASDAQ:CRMD) reported second quarter revenue of $101.9 million, more than double what it posted a year earlier, alongside net income of $26 million and...

Keep Reading →

September 7 - Hedge Funds, News

A Navy Contract And A Cash Cushion Reshape Hyliion’s (HYLN) Story

On August 11, Hyliion Holdings Corp.

Keep Reading →

September 7 - Hedge Funds, News

Matthews International (MATW) Cuts Its Outlook While Chasing A Battery Future

On August 6, Matthews International (NASDAQ:MATW) delivered fiscal third-quarter results that read as two different companies stapled together.

Keep Reading →

September 7 - Hedge Funds, News

Altimmune’s (ALT) Three Liver Trials Move Forward At Once

On August 12, Altimmune (NASDAQ:ALT) reported second quarter results that read less like a routine earnings update and more like a status check on three separate diseases at the...

Keep Reading →

September 7 - Hedge Funds, News

Supervielle (SUPV) Swings Back To Profit As Layoffs Reshape The Bank

On August 10, Grupo Supervielle (NYSE:SUPV) reported second-quarter results that swung the Argentine bank back into the black, but the number that will decide whether the rally...

Keep Reading →

September 7 - Hedge Funds, News

Granite Ridge (GRNT) Grows Profits While Costs Quietly Creep Higher

On August 6, Granite Ridge Resources (NYSE:GRNT) reported second quarter results that showed a company growing production, raising its dividend payout schedule, and still working...

Keep Reading →

September 7 - Hedge Funds, News

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