Reasons for the Pull Back of Eagle Materials (EXP) in Q2
ClearBridge Investments, an investment management company, released its “ClearBridge Small Cap Value Strategy” second quarter 2024 investor letter.
Author Archive - Soumya Eswaran
ClearBridge Investments Small Cap Value Strategy’s Q2 2024 Investor Letter
ClearBridge Investments, an investment management company, released its “ClearBridge Small Cap Value Strategy” second quarter 2024 investor letter.
ClearBridge All Cap Value Strategy’s New Addition: American Tower (AMT)
ClearBridge Investments, an investment management company, released its “ClearBridge All Cap Value Strategy” second quarter 2024 investor letter.
Should You Consider Investing in Wesco (WCC)?
ClearBridge Investments, an investment management company, released its “ClearBridge All Cap Value Strategy” second quarter 2024 investor letter.
Murphy USA (MUSA) Rose Due to Strong Performance
ClearBridge Investments, an investment management company, released its “ClearBridge All Cap Value Strategy” second quarter 2024 investor letter.
ClearBridge Investments All Cap Value Strategy’s Q2 2024 Investor Letter
ClearBridge Investments, an investment management company, released its “ClearBridge All Cap Value Strategy” second quarter 2024 investor letter.
Reasons for the Outperformance of Oracle Corporation (ORCL) in Q2
Janus Henderson Investors, an investment management company, released its “Janus Henderson Contrarian Fund” second quarter 2024 investor letter.
Howmet Aerospace (HWM) Surged in Q2. Here’s Why
Janus Henderson Investors, an investment management company, released its “Janus Henderson Contrarian Fund” second quarter 2024 investor letter.
Workday (WDAY) Fell on Reduced Guidance
Janus Henderson Investors, an investment management company, released its “Janus Henderson Contrarian Fund” second quarter 2024 investor letter.
Teleflex Incorporated (TFX) Fell Despite Reporting In-Line Results
Janus Henderson Investors, an investment management company, released its “Janus Henderson Contrarian Fund” second quarter 2024 investor letter.
Janus Henderson Contrarian Fund’s Q2 2024 Investor Letter
Janus Henderson Investors, an investment management company, released its “Janus Henderson Contrarian Fund” second quarter 2024 investor letter. The fund returned -1.92% ...
Should You Hold The Walt Disney Company (DIS)?
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Hedged Equity Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why U.S. Bancorp (USB) Fell in Q2
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Hedged Equity Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
What Makes Amazon.com (AMZN) a Lucrative Investment?
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Hedged Equity Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Vistra Corp. (VST) Rose After Earnings Beat Estimates
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Hedged Equity Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s What Pushed Rivian Automotive (RIVN) in Q2
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Hedged Equity Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Meridian Hedged Equity Fund’s Q2 2024 Investor Letter
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Hedged Equity Fund” second quarter 2024 investor letter.
Reasons for the Rise of Applied Materials (AMAT) in Q2
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second quarter 2024 investor letter.
Apple’s (AAPL) Q2 Relative Performance Dropped Despite Gains
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second quarter 2024 investor letter.
Do You Believe in the Long-Term Growth Prospects of Procore Technologies (PCOR)?
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second quarter 2024 investor letter.
Should You Invest in Workday (WDAY)?
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second quarter 2024 investor letter.
Should You Be Confident in the Growth Potential of Natera (NTRA)?
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second quarter 2024 investor letter.
Parnassus Growth Equity Fund Sold Old Dominion Freight Line (ODFL) in Q2
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second quarter 2024 investor letter.
Adyen N.V. (ADYEY) Fell on Investors’ Disappointment
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second quarter 2024 investor letter.
Robust Quarterly Performance Lifted Alphabet (GOOG) in Q2
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second quarter 2024 investor letter.
Parnassus Growth Equity Fund Sold Palo Alto Networks (PANW) On Elevated Valuation
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second quarter 2024 investor letter.
What Makes MSCI (MSCI) an Investment Bet?
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second quarter 2024 investor letter.
Should You Hold Salesforce (CRM)?
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second quarter 2024 investor letter.
Taiwan Semiconductor Manufacturing Company Limited (TSM) Rose Due to Insatiable Demand for its Chips
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second quarter 2024 investor letter.
Here’s Why AstraZeneca PLC (AZN) Surged in Q2
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second quarter 2024 investor letter.
Parnassus Investments Growth Equity Fund’s Q2 2024 Investor Letter
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second quarter 2024 investor letter.
Here’s Why PlayAGS (AGS) Jumped in Q2
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Small Cap Growth Fund” second quarter 2024 investor letter.
Byrna Technologies (BYRN) Softened in Q2 Due to Low Trading Volumes
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Small Cap Growth Fund” second quarter 2024 investor letter.
LegalZoom.com (LZ) Slipped on Weak Guidance
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Small Cap Growth Fund” second quarter 2024 investor letter.
Meridian Small Cap Growth Fund’s Q2 2024 Investor Letter
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Small Cap Growth Fund” second quarter 2024 investor letter.
What Makes Ubiquiti (UI) a Prospective Investment?
Bonsai Partners, an investment management company, released its Q2 2024 Investor letter. A copy of the letter can be downloaded here.
Bonsai Partners’ Q2 2024 Investor Letter
Bonsai Partners, an investment management company, released its Q2 2024 investor letter.
Treace Medical Concepts (TMCI) Slid on Reduced Guidance
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” second-quarter 2024 investor letter.
Below Expected Profits Dragged Savers Value Village (SVV) in Q2
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” second-quarter 2024 investor letter.
Here’s Why TimesSquare Capital U.S. Small Cap Growth Strategy Decided to Sell AtriCure (ATRC)
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” second-quarter 2024 investor letter.
Here’s Why The AZEK Company (AZEK) Traded Down by 16%
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” second-quarter 2024 investor letter.
Factors That Lifted Warby Parker (WRBY) in Q2
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” second-quarter 2024 investor letter.
Should You be Optimistic on Workiva (WK)?
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” second-quarter 2024 investor letter.
TimesSquare Capital Management U.S. Small Cap Growth Strategy Established a Position in Merus N.V. (MRUS)
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” second-quarter 2024 investor letter.
What Makes MVB Financial Corp. (MVBF) a Worthy Investment?
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” second-quarter 2024 investor letter.
Hamilton Lane Incorporated (HLNE) Stock Rose 10% After Posting Strong Results
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” second-quarter 2024 investor letter.
Here’s What Pulled Back ESAB Corporation (ESAB)
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” second-quarter 2024 investor letter.
Reasons for the Surge of FormFactor (FORM)
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” second-quarter 2024 investor letter.
Positive Developments Lifted Smartsheet (SMAR) in Q2
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” second-quarter 2024 investor letter.
TimesSquare Capital Management U.S. Small Cap Growth Strategy Added JFrog Ltd. (FROG) on Dip
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” second-quarter 2024 investor letter.
