Here’s Why Ryan Specialty Holdings (RYAN) Traded Down in Q4
Cooper Investors, an investment management firm, released its “Cooper Investors Global Equities Fund (Unhedged)” fourth quarter 2024 investor letter.
Author Archive - Soumya Eswaran
Formula One’s (FWONK) Operating Trends Continued To Be Strong
Cooper Investors, an investment management firm, released its “Cooper Investors Global Equities Fund (Unhedged)” fourth quarter 2024 investor letter.
Here’s What Boosted Booking Holdings’ (BKNG) Performance in Q4
Cooper Investors, an investment management firm, released its “Cooper Investors Global Equities Fund (Unhedged)” fourth quarter 2024 investor letter.
Cooper Investors Global Equities Fund’s Q4 2024 Investor Letter
Cooper Investors, an investment management firm, released its “Cooper Investors Global Equities Fund (Unhedged)” fourth quarter 2024 investor letter.
Here’s What Drives Amentum Holdings’ (AMTM) Incremental Shareholder Value
Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” fourth quarter 2024 investor letter.
Should You Invest in Hexcel (HXL)?
Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” fourth quarter 2024 investor letter.
Do You Believe in the Growth Prospects of Tronox (TROX)?
Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” fourth quarter 2024 investor letter.
Here’s Why Aristotle Small Cap Equity Strategy Sold Aspen Technology (AZPN)
Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” fourth quarter 2024 investor letter.
Several Headwinds Dragged Ardmore Shipping (ASC) in Q4
Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” fourth quarter 2024 investor letter.
Acadia Healthcare (ACHC) Slid on Continued Negative Sentiments
Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” fourth quarter 2024 investor letter.
Summit Materials (SUM) Rose on Acquisition Announcement
Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” fourth quarter 2024 investor letter.
Here’s Why Chart Industries (GTLS) Surged in Q4
Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” fourth quarter 2024 investor letter.
Here’s Why Aristotle Small Cap Equity Strategy Added Americold Realty Trust (COLD)
Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” fourth quarter 2024 investor letter.
Aristotle Capital Small Cap Equity Strategy’s Q4 2024 Investor Letter
Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” fourth quarter 2024 investor letter.
What Makes Exelixis (EXEL) an Investment Bet?
Riverwater Partners, an investment management company, released its “Sustainable Value Strategy” Q4 2024 investor letter. A copy of the letter can be downloaded here.
Should You Invest in Darling Ingredients (DAR)?
Riverwater Partners, an investment management company, released its “Sustainable Value Strategy” Q4 2024 investor letter. A copy of the letter can be downloaded here.
What Makes Mr. Cooper Group (COOP) a Promising Bet?
Riverwater Partners, an investment management company, released its “Sustainable Value Strategy” Q4 2024 investor letter. A copy of the letter can be downloaded here.
RiverWater Partners Sustainable Value Strategy Sold Evercore (EVR) on Share Appreciation
Riverwater Partners, an investment management company, released its “Sustainable Value Strategy” Q4 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why InterDigital (IDCC) Surged in Q4
Riverwater Partners, an investment management company, released its “Sustainable Value Strategy” Q4 2024 investor letter. A copy of the letter can be downloaded here.
RiverWater Partners Sustainable Value Strategy Trimmed its Investment in Charles River Laboratories (CRL)
Riverwater Partners, an investment management company, released its “Sustainable Value Strategy” Q4 2024 investor letter. A copy of the letter can be downloaded here.
Here’s What Provides a Competitive Moat to National CineMedia (NCMI)
Riverwater Partners, an investment management company, released its “Sustainable Value Strategy” Q4 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Capri (CPRI) Shares Sold Off in Q4
Riverwater Partners, an investment management company, released its “Sustainable Value Strategy” Q4 2024 investor letter. A copy of the letter can be downloaded here.
RiverWater Partners Sustainable Value Strategy Sold Atkore Inc (ATKR) Despite Attractive Valuation and Strong Balance Sheet
Riverwater Partners, an investment management company, released its “Sustainable Value Strategy” Q4 2024 investor letter. A copy of the letter can be downloaded here.
Strong Data Centre Growth Lifted Modine Manufacturing Co. (MOD) in Q4
Riverwater Partners, an investment management company, released its “Sustainable Value Strategy” Q4 2024 investor letter. A copy of the letter can be downloaded here.
Riverwater Partners Sustainable Value Strategy’s Q4 2024 Investor Letter
Riverwater Partners, an investment management company, released its “Sustainable Value Strategy” Q4 2024 investor letter.
What Makes Charles River Labs (CRL) an Investment Bet?
Upslope Capital Management, an investment management firm, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Upslope Capital Management’s Investment Thesis for V.F. Corp (VFC)
Upslope Capital Management, an investment management firm, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Upslope Capital Management’s Q4 2024 Investor Letter
Upslope Capital Management, an investment management firm, released its fourth-quarter 2024 investor letter. Q4 was the most challenging quarter for upslope.
Here’s White Falcon Capital’s Investment Thesis for Perrigo Company plc (PRGO)
White Falcon Capital Management, an investment fund manager, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why White Falcon Capital Added Vale S.A. (VALE) to its Portfolio
White Falcon Capital Management, an investment fund manager, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Is Endava plc (DAVA) Entering a Strong Growth Cycle?
White Falcon Capital Management, an investment fund manager, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Nu Holdings Ltd. (NU) Stock Corrected due to Brazil’s Macroeconomic Struggles
White Falcon Capital Management, an investment fund manager, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Advanced Micro Devices (AMD) Fell due to a Potential Shortfall in AI Chip Revenues
White Falcon Capital Management, an investment fund manager, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
What Makes EPAM Systems (EPAM) a Strong Investment?
White Falcon Capital Management, an investment fund manager, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
White Falcon Capital Management’s Q4 2024 Investor Letter
White Falcon Capital Management, an investment fund manager, released its fourth-quarter 2024 investor letter. It was a good year for the fund on an absolute basis.
Rising Equity Markets And Client Inflows Boosted Ameriprise Financial (AMP) in Q4
Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” fourth quarter 2024 investor letter. A copy of the letter can be...
Capital One Financial Corporation (COF) Surged on Likelihood of Closing Acquisition of Discover Financial Services in 2025
Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” fourth quarter 2024 investor letter. A copy of the letter can be...
Lennar Corporation (LEN) Slid on Higher Mortgage Rate
Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” fourth quarter 2024 investor letter. A copy of the letter can be...
Here’s Why Microchip Technology Incorporated (MCHP) Declined in Q4
Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” fourth quarter 2024 investor letter. A copy of the letter can be...
Aristotle Capital Value Equity Strategy’s Q4 2024 Investor Letter
Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” fourth quarter 2024 investor letter. The U.S.
Does AXON (AXON) Have a Long Runway for Growth?
Munro Partners, an investment management firm, released its "Munro Global Growth Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Broadcom (AVGO) Surged in Q4
Munro Partners, an investment management firm, released its "Munro Global Growth Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Vulcan Value Partners Sold its Stake in Live Nation Entertainment (LYV)
Investment management company Vulcan Value Partners recently released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Munro Global Growth Fund’s Q4 2024 Investor Letter
Munro Partners, an investment management firm, released its "Munro Global Growth Fund” fourth quarter 2024 investor letter.
What Makes Everest Group Ltd. (EG) a Promising Investment?
Investment management company Vulcan Value Partners recently released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
What Makes Medpace Holdings (MEDP) a Promising Investment?
Investment management company Vulcan Value Partners recently released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here are the Factors that Boosted Salesforce (CRM) in Q4
Investment management company Vulcan Value Partners recently released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Vulcan Value Partners Sold its Position in Smartrent (SMRT)
Investment management company Vulcan Value Partners recently released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Should You Invest in Fortune Brands Innovations (FBIN)?
Investment management company Vulcan Value Partners recently released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Is The Middleby Corporation (MIDD) Trading at a Discount?
Investment management company Vulcan Value Partners recently released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
