Here’s What Dragged E.W. Scripps (SSP) in Q3
Investment management company Cove Street Capital recently released its “Small Cap Value Fund” third quarter 2024 investor letter.
Author Archive - Soumya Eswaran
Compass Minerals (CMP) is Facing Fundamental Problems
Investment management company Cove Street Capital recently released its “Small Cap Value Fund” third quarter 2024 investor letter.
Cove Street Capital Small Cap Value Fund’s Q3 2024 Investor Letter
Investment management company Cove Street Capital recently released its “Small Cap Value Fund” third quarter 2024 investor letter.
Warren Buffett Sold Half of Apple (AAPL) Shares in Q3
Vltava Fund, an investment management company, recently released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Is NVIDIA Corporation (NVDA) Benefitting from Tech Giants’ Increased Data Center Investments?
Vltava Fund, an investment management company, recently released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Vltava Fund’s Analysis of Taxes on Unrealized Gains Using Berkshire Hathaway (BRK-B) as an Example
Vltava Fund, an investment management company, recently released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Vltava Fund’s Q3 2024 Investor Letter
Vltava Fund, an investment management company, recently released its third-quarter 2024 investor letter.
MakeMyTrip Limited (MMYT) Rose Due to Robust Travel Demand
Artisan Partners, an investment management company, released its “Artisan Developing World Fund” third quarter 2024 investor letter.
Sea Limited (SE) Surged on Improved Competitive Environment
Artisan Partners, an investment management company, released its “Artisan Developing World Fund” third quarter 2024 investor letter.
Here’s Why CrowdStrike Holdings (CRWD) Declined in Q3
Artisan Partners, an investment management company, released its “Artisan Developing World Fund” third quarter 2024 investor letter.
Here’s Why Adyen N.V. (ADYEY) Rose in Q3
Artisan Partners, an investment management company, released its “Artisan Developing World Fund” third quarter 2024 investor letter.
Snowflake (SNOW) Traded Down Due to Concerns Around its Competitive Position
Artisan Partners, an investment management company, released its “Artisan Developing World Fund” third quarter 2024 investor letter.
Here’s What Lifted MercadoLibre (MELI) in Q3
Artisan Partners, an investment management company, released its “Artisan Developing World Fund” third quarter 2024 investor letter.
Weaker Than Expected Guidance Dragged Cadence Design Systems (CDNS)
Artisan Partners, an investment management company, released its “Artisan Developing World Fund” third quarter 2024 investor letter.
Artisan Partners Developing World Fund’s Q3 2024 Investor Letter
Artisan Partners, an investment management company, released its “Artisan Developing World Fund” third quarter 2024 investor letter.
What Makes Helen of Troy (HELE) an Investment Bet?
Palm Valley Capital Management, an investment management firm, released the “Palm Valley Capital Fund” third quarter 2024 investor letter.
Palm Valley Capital Fund Exited John Wiley & Sons (WLY) as it Rose Beyond its Valuation
Palm Valley Capital Management, an investment management firm, released the “Palm Valley Capital Fund” third quarter 2024 investor letter.
Here are the Factors that Dragged TrueBlue (TBI)
Palm Valley Capital Management, an investment management firm, released the “Palm Valley Capital Fund” third quarter 2024 investor letter.
Record Revenue and Strong Margins Lifted Amdocs (DOX) in Q3
Palm Valley Capital Management, an investment management firm, released the “Palm Valley Capital Fund” third quarter 2024 investor letter.
Should You Sell Equity Commonwealth (EQC)?
Palm Valley Capital Management, an investment management firm, released the “Palm Valley Capital Fund” third quarter 2024 investor letter.
Should You Hold Resources Connection (RGP)?
Palm Valley Capital Management, an investment management firm, released the “Palm Valley Capital Fund” third quarter 2024 investor letter.
Here’s Why Palm Valley Capital Fund Sold Nathan’s Famous (NATH)
Palm Valley Capital Management, an investment management firm, released the “Palm Valley Capital Fund” third quarter 2024 investor letter.
Palm Valley Capital Fund’s Q3 2024 Investor Letter
Palm Valley Capital Management, an investment management firm, released the “Palm Valley Capital Fund” third quarter 2024 investor letter.
Should You Invest in Starbucks Corporation (SBUX)?
ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” third quarter 2024 investor letter.
Weak Global Auto Demand and Slow EV Transition Impacted Aptiv PLC (APTV)
ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” third quarter 2024 investor letter.
ClearBridge Large Cap Growth Strategy Increased its Position in Accenture (ACN) in Q3
ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” third quarter 2024 investor letter.
Here’s Why ClearBridge Large Cap Growth Strategy is Trimming Nvidia (NVDA)
ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” third quarter 2024 investor letter.
Here’s What Caused Incremental Volatility to Atlassian Corporation (TEAM) Results
ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” third quarter 2024 investor letter.
ClearBridge Large Cap Growth Strategy Exited The Estée Lauder Companies (EL) Due to Lack Of Visibility On Fundamental Improvement
ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” third quarter 2024 investor letter.
ClearBridge Investments Large Cap Growth Strategy’s Q3 2024 Investor Letter
ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” third quarter 2024 investor letter.
Hedge Fund Investor Letters Q2 2024
We will be sharing Q2 2024 hedge fund investor letters in this article.
Reasons that Lifted Vertex Pharmaceuticals Incorporated (VRTX) in Q2
PGIM Jennison Health Sciences Fund released its second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Should You Hold Apellis Pharmaceuticals (APLS)?
PGIM Jennison Health Sciences Fund released its second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why PGIM Jennison Health Sciences Fund Reduced its Position in Marinus Pharmaceuticals (MRNS)
PGIM Jennison Health Sciences Fund released its second quarter 2024 investor letter. A copy of the letter can be downloaded here.
PGIM Jennison Health Sciences Fund Sold AbbVie (ABBV) in Q2. Here’s Why
PGIM Jennison Health Sciences Fund released its second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Amgen (AMGN) Rose Owing To The Announcement Of Promising Data For Its Novel Medication
PGIM Jennison Health Sciences Fund released its second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Eli Lilly and Company (LLY) Surged in Q2
PGIM Jennison Health Sciences Fund released its second quarter 2024 investor letter. A copy of the letter can be downloaded here.
PGIM Jennison Health Sciences Fund’s Q2 2024 Investor Letter
PGIM Jennison Health Sciences Fund released its second quarter 2024 investor letter.
Here’s Why CVS Health Corporation (CVS) Reported Disappointing Performance in Q2
Coho Partners, an investment management company released its “Relative Value Equity Strategy” second quarter 2024 investor letter.
Should You Hold Nike (NKE)?
Coho Partners, an investment management company released its “Relative Value Equity Strategy” second quarter 2024 investor letter.
Should You be Optimistic on the Growth Prospects of Constellation Brands (STZ)?
Coho Partners, an investment management company released its “Relative Value Equity Strategy” second quarter 2024 investor letter.
Coho Partners Relative Value Equity’s Q2 2024 Investor Letter
Coho Partners, an investment management company released its “Relative Value Equity Strategy” second quarter 2024 investor letter.
Here are the Reasons to Invest in Teledyne Technologies Incorporated (TDY)
Shelton Capital Management, an investment management company, released its “Shelton Sustainable Equity Fund” second quarter 2024 investor letter.
Should You Invest in e.l.f. Beauty (ELF)?
Shelton Capital Management, an investment management company, released its “Shelton Sustainable Equity Fund” second quarter 2024 investor letter.
Shelton Sustainable Equity Fund’s Q2 2024 Investor Letter
Shelton Capital Management, an investment management company, released its “Shelton Sustainable Equity Fund” second quarter 2024 investor letter.
Disappointing Sales Growth and Lowered Guidance Dragged Atkore (ATKR)
Harding Loevner, an asset management company, released its “Global Small Companies Equity Strategy” second-quarter 2024 investor letter.
Improve Demand Lifted Simulations Plus (SLP)
Harding Loevner, an asset management company, released its “Global Small Companies Equity Strategy” second-quarter 2024 investor letter.
Harding Loevner Global Small Companies Equity Strategy’s Q2 2024 Investor Letter
Harding Loevner, an asset management company, released its “Global Small Companies Equity Strategy” second-quarter 2024 investor letter.
Generation Investment Management Global Equity Strategy’s Investment Thesis on Nutanix (NTNX)
Generation Investment Management, an investment management firm, released its “Global Equity Strategy” second quarter 2024 investor letter.
Generation Investment Management Global Equity Strategy’s Thoughts on Microsoft Corporation’s (MSFT) ESG Goal
Generation Investment Management, an investment management firm, released its “Global Equity Strategy” second quarter 2024 investor letter.
