What Makes CrowdStrike Holdings, Inc. (CRWD) an Attractive Investment Opportunity?
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Core Equity Strategy” fourth quarter 2024 investor letter.
Author Archive - Soumya Eswaran
Aristotle Atlantic Core Equity Strategy Sold Spirit AeroSystems Holdings (SPR) After it Reported a “Growing Concern Risk”
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Core Equity Strategy” fourth quarter 2024 investor letter.
Avery Dennison Corporation (AVY) Fell after the Release of Quarterly Results
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Core Equity Strategy” fourth quarter 2024 investor letter.
Should You Consider Adding GE Aerospace (GE) to Your Portfolio?
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Core Equity Strategy” fourth quarter 2024 investor letter.
Should You Hold Broadcom (AVGO) for the Long-Term?
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Core Equity Strategy” fourth quarter 2024 investor letter.
Here’s Why The Cigna Group (CI) Declined in Q4
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Core Equity Strategy” fourth quarter 2024 investor letter.
Aristotle Atlantic Core Equity Strategy’s Q4 2024 Investor Letter
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Core Equity Strategy” fourth quarter 2024 investor letter. The U.S.
What Makes Norwegian Cruise Line Holdings Ltd. (NCLH) a Strong Investment?
Aristotle Capital Management, LLC, an investment management company, released its “Global Equity Strategy” fourth quarter 2024 investor letter.
Aristotle Capital Global Equity Strategy’s Q4 2024 Investor Letter
Aristotle Capital Management, LLC, an investment management company, released its “Global Equity Strategy” fourth quarter 2024 investor letter.
Underweight Tesla (TSLA) Exposure Impacted Aristotle Atlantic Large Cap Growth Strategy’s Performance
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Large Cap Growth Strategy” fourth quarter 2024 investor letter.
What Makes Amphenol Corporation (APH) a Lucrative Investment?
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Large Cap Growth Strategy” fourth quarter 2024 investor letter.
Aristotle Atlantic Large Cap Growth Strategy’s Q4 2024 Investor Letter
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Large Cap Growth Strategy” fourth quarter 2024 investor letter.The U.S.
Aristotle Atlantic Focus Growth Strategy Increased its Holdings in Eli Lilly and Company (LLY)
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Focus Growth Strategy” fourth quarter 2024 investor letter.
Trane Technologies plc (TT) Declined due to Several Headwinds
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Focus Growth Strategy” fourth quarter 2024 investor letter.
Better Than Expected Results Boosted Expedia Group (EXPE) in Q4
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Focus Growth Strategy” fourth quarter 2024 investor letter.
Here’s Why UnitedHealth Group Incorporated (UNH) Slid in Q4
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Focus Growth Strategy” fourth quarter 2024 investor letter.
Here’s Why Aristotle Atlantic Focus Growth Strategy Sold its Stake in DexCom (DXCM)
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Focus Growth Strategy” fourth quarter 2024 investor letter.
Aristotle Atlantic Focus Growth Strategy’s Q4 2024 Investor Letter
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Focus Growth Strategy” fourth quarter 2024 investor letter. The U.S.
Merion Road Capital’s Positive Contributor and Largest Position: United Bank of Alabama (UBAB)
Merion Road Capital Management, an investment advisor, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Merion Road Capital: The Monarch Cement Company (MCEM) is a Straight-forward Company
Merion Road Capital Management, an investment advisor, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Merion Road Capital Decided to Hold Summit Materials (SUM)
Merion Road Capital Management, an investment advisor, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Bel Fuse (BELFB) Plunged in Q4 Due to Disappointing Earnings Release
Merion Road Capital Management, an investment advisor, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Does Clean Harbors (CLH) Have a Multi-Year Runway For Both Organic Revenue and Margin Expansion?
Merion Road Capital Management, an investment advisor, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here are Merion Road Capital’s Updates on Alphabet (GOOG)
Merion Road Capital Management, an investment advisor, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Victory (VCTR) is Waiting to Meet Closing Conditions for Amundi
Merion Road Capital Management, an investment advisor, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Merion Road Capital’s Q4 2024 Investor Letter
Merion Road Capital Management, an investment advisor, released its fourth-quarter 2024 investor letter.
RB Global (RBA) Rose Following its Inclusion in the S&P 400 Index
Manole Capital Management, an investment management company, focused on covering the Financial and Technology sectors, released its fourth quarter 2024 investor letter.
Here’s Why Virtu Financial (VIRT) Rose in 2024
Manole Capital Management, an investment management company, focused on covering the Financial and Technology sectors, released its fourth quarter 2024 investor letter.
Manole Capital Management’s Q4 2024 Investor Letter
Manole Capital Management, an investment management company, focused on covering the Financial and Technology sectors, released its fourth quarter 2024 investor letter.
What Makes Rambus (RMBS) an Investment Bet?
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” fourth-quarter 2024 investor letter.
Should You Expect Pure Storage’s (PSTG) Earnings to Grow at 20% CAGR?
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” fourth-quarter 2024 investor letter.
What Makes WillScot Holdings Corporation (WSC) an Investment Bet?
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” fourth-quarter 2024 investor letter.
Here’s Why Polen US SMID Company Growth Strategy Added Insight Enterprises (NSIT) to its Portfolio
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” fourth-quarter 2024 investor letter.
Here’s Why You Should Consider Adding Bentley Systems, Incorporated (BSY) to Your Portfolio
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” fourth-quarter 2024 investor letter.
TopBuild Corp. (BLD) Fell on Soft Quarterly Results
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” fourth-quarter 2024 investor letter.
Positive Earnings Results Lifted Goosehead Insurance (GSHD) in Q4
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” fourth-quarter 2024 investor letter.
Polen US SMID Company Growth Strategy Sold Alarm.com Holdings (ALRM) Despite High-Quality Assessment
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” fourth-quarter 2024 investor letter.
Should You Sell Tyler Technologies (TYL)?
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” fourth-quarter 2024 investor letter.
Polen US SMID Company Growth Strategy Sold its Unsuccessful Investment in Fox Factory Holding Corp. (FOXF) in Q4
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” fourth-quarter 2024 investor letter.
Here’s Why Polen US SMID Company Growth Strategy Exited Euronet Worldwide (EEFT)
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” fourth-quarter 2024 investor letter.
Does Dutch Bros (BROS) Have the Potential to be a Long-Duration EPS Growth Business?
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” fourth-quarter 2024 investor letter.
Should You Hold Hamilton Lane Incorporated (HLNE)?
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” fourth-quarter 2024 investor letter.
Warby Parker (WRBY) is Emerging From a Challenging Period
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” fourth-quarter 2024 investor letter.
Here’s Why Booz Allen Hamilton Holding Corporation (BAH) Slid in Q4
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” fourth-quarter 2024 investor letter.
Do You Believe in the Growth Prospects of Entegris (ENTG)?
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” fourth-quarter 2024 investor letter.
Revolve Group (RVLV) Surged Over 100% as Fundamentals Improved
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” fourth-quarter 2024 investor letter.
Polen Capital U.S. SMID Company Growth Strategy’s Q4 2024 Investor Letter
Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” fourth-quarter 2024 investor letter.
Strong Results Boosted Intapp (INTA) in Q4
Baron Funds, an investment management company, released its “Baron Small Cap Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Baron Small Cap Fund is Holding ICON Public Limited Company (ICLR)
Baron Funds, an investment management company, released its “Baron Small Cap Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Installed Building Products (IBP) Slid on Broader Investor Concerns
Baron Funds, an investment management company, released its “Baron Small Cap Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
