Nova Ltd. (NVMI) Benefitted from Rapid Growth in AI
Wasatch Global Investors, an asset management company, released its “Wasatch Small Cap Growth Strategy” second-quarter 2024 investor letter.
Author Archive - Soumya Eswaran
Wasatch Global Investors Small Cap Growth Strategy’s Q2 2024 Investor Letter
Wasatch Global Investors, an asset management company, released its “Wasatch Small Cap Growth Strategy” second-quarter 2024 investor letter.
Do You Believe In the Long-Term Potential of Monolithic Power Systems (MPWR)?
TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter investor letter.
NICE Ltd (NICE) Fell With Overall Industry Weakness
TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter investor letter.
HashiCorp (HCP) Surged on Acquisition Offer
TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter investor letter.
Should You Expect Order Recovery for Regal Rexnord Corporation (RRX)?
TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter investor letter.
TimesSquare U.S. Mid Cap Growth Strategy Trimmed GFL Environmental (GFL) on Share Appreciation
TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter investor letter.
Here’s Why argenx SE (ARGX) Rose 9% in Q2
TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter investor letter.
What Makes DoorDash (DASH) a Good Investment?
TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter investor letter.
BJ’s Wholesale Club Holdings (BJ) Gained from Membership Fee Income
TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter investor letter.
TimesSquare U.S. Mid Cap Growth Strategy Sold Global Payments (GPN) in Q2. Here’s Why
TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter investor letter.
Here’s Why TimesSquare U.S. Mid Cap Growth Strategy Exited Five Below (FIVE)
TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter investor letter.
Here’s What Weighed on Stevanato Group S.p.A.’s (STVN) Results
TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter investor letter.
TimesSquare U.S. Mid Cap Growth Strategy Increased WEX (WEX) on Dip
TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter investor letter.
Here’s What Lifted Interactive Brokers Group (IBKR) in Q2
TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter investor letter.
TimesSquare Capital Management U.S. Mid Cap Growth Strategy’s Q2 2024 Investor Letter
TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter investor letter.
Reasons for the Strong Performance of Tenet Healthcare Corporation (THC)
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Meridian Contrarian Fund Trimmed American Superconductor Corporation (AMSC) Following Strong Results
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Will Brookfield Renewable Corporation (BEPC) Continue to Offer Attractive Value?
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
What Makes Perrigo Company plc (PRGO) an Attractive Bet?
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Meridian Contrarian Fund Trimmed National Vision Holdings (EYE) in Q2. Here’s Why
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Missed Earnings and Reduced Guidance Pulled Back Cerence (CRNC) in Q2
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Meridian Contrarian Fund’s Q2 2024 Investor Letter
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” second quarter 2024 investor letter.
Dream Finders Homes (DFH) Fell Along with the Industry
Wasatch Global Investors, an asset management company, released its “Wasatch Micro-Cap Growth-U.S. Strategy” second-quarter 2024 investor letter.
Do You Believe in the Positive Long-Term Outlook of XPEL (XPEL)?
Wasatch Global Investors, an asset management company, released its “Wasatch Micro-Cap Growth-U.S. Strategy” second-quarter 2024 investor letter.
Here’s Why Wasatch Micro-Cap Growth-U.S. Strategy Sold Kadant (KAI)
Wasatch Global Investors, an asset management company, released its “Wasatch Micro-Cap Growth-U.S. Strategy” second-quarter 2024 investor letter.
Should You Continue Holding Boot Barn Holdings (BOOT)?
Wasatch Global Investors, an asset management company, released its “Wasatch Micro-Cap Growth-U.S. Strategy” second-quarter 2024 investor letter.
Silk Road Medical (SILK) Surged After the Acquisition News
Wasatch Global Investors, an asset management company, released its “Wasatch Micro-Cap Growth-U.S. Strategy” second-quarter 2024 investor letter.
Wasatch Global Investors Micro-Cap Growth-U.S. Strategy’s Q2 2024 Investor Letter
Wasatch Global Investors, an asset management company, released its “Wasatch Micro-Cap Growth-U.S. Strategy” second-quarter 2024 investor letter.
Palo Alto Networks (PANW) Rose Due to its Focus on Larger Platform Contracts
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” second-quarter 2024 investor letter.
Here’s Why TimesSquare Capital Management U.S. Focus Growth Strategy Removed Legend Biotech Corporation (LEGN) from its Portfolio
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” second-quarter 2024 investor letter.
Higher Than Expected Guidance Lifted Amphenol Corporation (APH) in Q2
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” second-quarter 2024 investor letter.
Cencora (COR) Fell Due to Temporary Supply Constraints on Anti-Obesity Drugs
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” second-quarter 2024 investor letter.
Here’s Why Chemed Corporation (CHE) Declined in Q2
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” second-quarter 2024 investor letter.
Strong Results Lifted Verisk Analytics (VRSK) in Q2
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” second-quarter 2024 investor letter.
Do You Believe in the Growth Prospects of Teradyne (TER)?
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” second-quarter 2024 investor letter.
Here’s Why CrowdStrike Holdings (CRWD) Rose 20%
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” second-quarter 2024 investor letter.
Here’s Why Veeva Systems (VEEV) is Showing Weakness
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” second-quarter 2024 investor letter.
TimesSquare Capital Management U.S. Focus Growth Strategy’s Q2 2024 Investor Letter
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” second-quarter 2024 investor letter.
Should You Hold Exact Sciences Corporation (EXAS)?
Columbia Acorn Fund, distributed by Columbia Management Investment Distributors, released its second quarter 2024 investor letter. A copy of the fund can be downloaded here.
Is Five Below (FIVE) Stock a “Coiled Spring”?
Columbia Acorn Fund, distributed by Columbia Management Investment Distributors, released its second quarter 2024 investor letter. A copy of the fund can be downloaded here.
Is FTAI Aviation Ltd. (FTAI) a Good Growing Company?
Columbia Acorn Fund, distributed by Columbia Management Investment Distributors, released its second quarter 2024 investor letter. A copy of the fund can be downloaded here.
Several Headwinds Dragged Repligen Corporation (RGEN) in Q2
Columbia Acorn Fund, distributed by Columbia Management Investment Distributors, released its second quarter 2024 investor letter. A copy of the fund can be downloaded here.
Is SPX Technologies (SPXC) a Worthy Investment?
Columbia Acorn Fund, distributed by Columbia Management Investment Distributors, released its second quarter 2024 investor letter. A copy of the fund can be downloaded here.
Natera (NTRA) Continued its Incremental Strong Results
Columbia Acorn Fund, distributed by Columbia Management Investment Distributors, released its second quarter 2024 investor letter. A copy of the fund can be downloaded here.
Insmed Incorporated (INSM) Surged Following Positive Data For its Drug
Columbia Acorn Fund, distributed by Columbia Management Investment Distributors, released its second quarter 2024 investor letter. A copy of the fund can be downloaded here.
Lowered Guidance and Disappointing Results Dragged Sprout Social (SPT) in Q2
Columbia Acorn Fund, distributed by Columbia Management Investment Distributors, released its second quarter 2024 investor letter. A copy of the fund can be downloaded here.
Columbia Acorn Fund’s Q2 2024 Investor Letter
Columbia Acorn Fund, distributed by Columbia Management Investment Distributors, released its second quarter 2024 investor letter.
Does Taiwan Semiconductor Manufacturing Company Limited (TSM) Stand to Benefit From Secular “Megatrends”?
Investment management company Ave Maria recently released its “Ave Maria World Equity Fund” second quarter 2024 investor letter.
Should You Hold Stevanato Group S.p.A. (STVN)?
Investment management company Ave Maria recently released its “Ave Maria World Equity Fund” second quarter 2024 investor letter.
