Soumya Eswaran

Here’s Giverny Capital Asset Management’s Views on Installed Building Products (IBP)

Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here...

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February 7 - Hedge Fund Investor Letters, News

Will Kinsale Capital Group (KNSL) be Able to Grow Beyond its Current Market Share?

Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here...

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February 7 - Hedge Fund Investor Letters, News

Giverny Capital Asset Management: M&T Bank Corp (MTB) is The Best Regional Bank in the Country

Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here...

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February 7 - Hedge Fund Investor Letters, News

Giverny Capital Asset Management’s Q4 2024 Investor Letter

Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2024 investor letter.

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February 7 - Hedge Fund Investor Letters, News

What Makes Fabrinet (FN) an Investment Opportunity?

Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” fourth-quarter 2024 investor letter.

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February 6 - Hedge Fund Investor Letters, News

Reasons to Add Belden (BDC) to Your Portfolio

Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” fourth-quarter 2024 investor letter.

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February 6 - Hedge Fund Investor Letters, News

Polen U.S. Small Company Growth Strategy Sold Option Care Health (OPCH) as It Is Not a Good Fit

Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” fourth-quarter 2024 investor letter.

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February 6 - Hedge Fund Investor Letters, News

Should You Consider Adding Trex Company (TREX) to Your Portfolio?

Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” fourth-quarter 2024 investor letter.

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February 6 - Hedge Fund Investor Letters, News

Here’s Why Polen U.S. Small Company Growth Strategy Decided to Exit NV5 Global (NVEE)

Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” fourth-quarter 2024 investor letter.

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February 6 - Hedge Fund Investor Letters, News

AMN Healthcare Services (AMN) Slid on Fundamentals Deterioration

Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” fourth-quarter 2024 investor letter.

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February 6 - Hedge Fund Investor Letters, News

Polen Capital U.S. Small Company Growth Strategy’s Q4 2024 Investor Letter

Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” fourth-quarter 2024 investor letter.

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February 6 - Hedge Fund Investor Letters, News

Amazon.com (AMZN) Rose as Results Exceeded Expectations

Fred Alger Management, an investment management company, released its “Alger Spectra Fund” fourth quarter 2024 investor letter.

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February 6 - Hedge Fund Investor Letters, News

Here are Recurve Capital’s Views on Amazon.com (AMZN)

Recurve Capital, an investment management company, released its Q4 2024 investor letter. A copy of the letter can be downloaded here.

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February 6 - Hedge Fund Investor Letters, News

Do You Think Wayfair’s (W) Competitive Advantages and Disruptive Positioning Pave the Way for Sustained Growth?

Recurve Capital, an investment management company, released its Q4 2024 investor letter. A copy of the letter can be downloaded here.

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February 6 - Hedge Fund Investor Letters, News

Does Royal Caribbean Cruises Ltd. (RCL) Have a Visible Future Capacity Growth?

Recurve Capital, an investment management company, released its Q4 2024 investor letter. A copy of the letter can be downloaded here.

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February 6 - Hedge Fund Investor Letters, News

Here are Recurve Capital’s Views on Cogent Communications Holdings (CCOI)

Recurve Capital, an investment management company, released its Q4 2024 investor letter. A copy of the letter can be downloaded here.

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February 6 - Hedge Fund Investor Letters, News

RH (RH) is in The Middle Innings of a Post-Covid Rebound

Recurve Capital, an investment management company, released its Q4 2024 investor letter. A copy of the letter can be downloaded here.

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February 6 - Hedge Fund Investor Letters, News

Here’s Why Norwegian Cruise Line Holdings Ltd. (NCLH) is Trading at Undemanding Valuations

Recurve Capital, an investment management company, released its Q4 2024 investor letter. A copy of the letter can be downloaded here.

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February 6 - Hedge Fund Investor Letters, News

Carvana Co. (CVNA): The Largest Performance Driver of Recurve Capital

Recurve Capital, an investment management company, released its Q4 2024 investor letter. A copy of the letter can be downloaded here.

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February 6 - Hedge Fund Investor Letters, News

Recurve Capital’s Q4 2024 Investor Letter

Recurve Capital, an investment management company, released its Q4 2024 investor letter.

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February 6 - Hedge Fund Investor Letters, News

Here’s Why Eli Lilly (LLY) Traded Down in Q4

Fred Alger Management, an investment management company, released its “Alger Spectra Fund” fourth quarter 2024 investor letter.

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February 6 - Hedge Fund Investor Letters, News

MercadoLibre (MELI) Declined Due to an Unexpected Earnings Miss

Fred Alger Management, an investment management company, released its “Alger Spectra Fund” fourth quarter 2024 investor letter.

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February 6 - Hedge Fund Investor Letters, News

Should You be Confident in Microsoft’s (MSFT) Ability To Maintain Its Leadership In AI?

Fred Alger Management, an investment management company, released its “Alger Spectra Fund” fourth quarter 2024 investor letter.

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February 6 - Hedge Fund Investor Letters, News

Strong Demand Lifted Nvidia Corporation (NVDA) in Q4

Fred Alger Management, an investment management company, released its “Alger Spectra Fund” fourth quarter 2024 investor letter.

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February 6 - Hedge Fund Investor Letters, News

Alger Spectra Fund’s Q4 2024 Investor Letter

Fred Alger Management, an investment management company, released its “Alger Spectra Fund” fourth quarter 2024 investor letter. U.S.

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February 6 - Hedge Fund Investor Letters, News

The Risk of Spreadsheet Math: An Analysis of Dropbox (DBX)

RGA Investment Advisors, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.

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February 6 - Hedge Fund Investor Letters, News

Here’s RGA Investment Advisors’ Investment Thesis for Uber Technologies (UBER)

RGA Investment Advisors, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.

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February 5 - Hedge Fund Investor Letters, News

What Makes Diageo (DEO) an Attractive Investment Opportunity?

RGA Investment Advisors, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.

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February 5 - Hedge Fund Investor Letters, News

Does Amazon (AMZN) have Compelling Valuation?

RGA Investment Advisors, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.

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February 5 - Hedge Fund Investor Letters, News

RGA Investment Advisors’ Q4 2024 Investor Letter

RGA Investment Advisors, an investment management company, released its fourth quarter 2024 investor letter.

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February 5 - Hedge Fund Investor Letters, News

Strong Results Lifted Northern Trust Corporation (NTRS) in Q4

Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” fourth-quarter 2024 investor letter.

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February 5 - Hedge Fund Investor Letters, News

Stanley Black & Decker (SWK) Slid on Mixed Earnings Results

Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” fourth-quarter 2024 investor letter.

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February 5 - Hedge Fund Investor Letters, News

Here’s Why Interpublic Group of Companies (IPG) Reported an Earnings Miss

Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” fourth-quarter 2024 investor letter.

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February 5 - Hedge Fund Investor Letters, News

Here’s Why Ariel Appreciation Fund Reinitiated a Position in Walgreens Boots Alliance (WBA)

Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” fourth-quarter 2024 investor letter.

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February 5 - Hedge Fund Investor Letters, News

Goldman Sachs Group (GS) Rose on Robust Quarterly Earnings Beat

Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” fourth-quarter 2024 investor letter.

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February 5 - Hedge Fund Investor Letters, News

Ariel Investments Appreciation Fund’s Q4 2024 Investor Letter

Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” fourth-quarter 2024 investor letter.

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February 5 - Hedge Fund Investor Letters, News

Here’s Alluvial Capital Management’s Updates on United Bancorporation of Alabama’s (UBAB) Share Repurchase

Alluvial Capital Management, an investment advisory firm, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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February 5 - Hedge Fund Investor Letters, News