Eplus Inc (PLUS) Surged on Solid Results
The London Company, an investment management company, released “The London Company Small Cap Strategy” third quarter 2024 investor letter.
Author Archive - Soumya Eswaran
Here’s What Boosted ACI Worldwide (ACIW) in Q3
The London Company, an investment management company, released “The London Company Small Cap Strategy” third quarter 2024 investor letter.
Vontier Corp (VNT) Fell as the Result Fell Short of Expectations
The London Company, an investment management company, released “The London Company Small Cap Strategy” third quarter 2024 investor letter.
Should You Be Confident in White Mountains Insurance Group Ltd (WTM)?
The London Company, an investment management company, released “The London Company Small Cap Strategy” third quarter 2024 investor letter.
Soft Biotech Funding and Cost-Cutting Dragged Certara (CERT) in Q3
The London Company, an investment management company, released “The London Company Small Cap Strategy” third quarter 2024 investor letter.
DRQ and Innovex Downhole Solutions Merged to Form Innovex International (INVX)
The London Company, an investment management company, released “The London Company Small Cap Strategy” third quarter 2024 investor letter.
Resilient Quarterly Result Lifted Revolve Group (RVLV) in Q3
The London Company, an investment management company, released “The London Company Small Cap Strategy” third quarter 2024 investor letter.
The London Company Small Cap Strategy’s Q3 2024 Investor Letter
The London Company, an investment management company, released “The London Company Small Cap Strategy” third quarter 2024 investor letter.
NexGen Energy Ltd. (NXE) Slid on Decline in Uranium Prices
L1 Capital, an investment management firm, released its “L1 Long Short Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Cenovus Energy (CVE) Fell in Q3
L1 Capital, an investment management firm, released its “L1 Long Short Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why CRH Plc (CRH) Rallied in Q3
L1 Capital, an investment management firm, released its “L1 Long Short Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
Is Natwest Group Plc (NWG) Poised to Benefit From Improving Margin Trends?
L1 Capital, an investment management firm, released its “L1 Long Short Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
L1 Capital Long Short Fund’s Q3 2024 Investor Letter
L1 Capital, an investment management firm, released its “L1 Long Short Fund” third quarter 2024 investor letter.
Mosaic Co. (MOS) Slid on Weaker Than Expected Pricing
Ariel Investments, an investment management company, released its “Ariel Focus Fund” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
What Makes Bio-Rad Laboratories (BIO) an Attractive Opportunity?
Ariel Investments, an investment management company, released its “Ariel Focus Fund” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Earnings Beat and Improved Guidance Lifted Lockheed Martin Corporation (LMT)
Ariel Investments, an investment management company, released its “Ariel Focus Fund” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
APA Corporation (APA) Fell with Weakness In Energy Prices
Ariel Investments, an investment management company, released its “Ariel Focus Fund” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Oracle Corporation (ORCL) Benefitted From AI Demand
Ariel Investments, an investment management company, released its “Ariel Focus Fund” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Ariel Investments Focus Fund’s Q3 2024 Investor Letter
Ariel Investments, an investment management company, released its “Ariel Focus Fund” third-quarter 2024 investor letter.
Weaker Demand Outlook Dragged Airbnb (ABNB) in Q3
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” third quarter 2024 investor letter.
Polen Capital Focus Growth Strategy Increased its Position in Workday (WDAY) Amid a Pullback
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” third quarter 2024 investor letter.
Here’s Why Tesla (TSLA) is a Relative Detractor from Polen Focus Growth’s Performance
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” third quarter 2024 investor letter.
Is Adobe (ADBE) Poised for Re-Accelerating Revenue And Earnings Growth?
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” third quarter 2024 investor letter.
Polen Capital Focus Growth Strategy Exited Salesforce (CRM) for Better Opportunities
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” third quarter 2024 investor letter.
Should You Increase Your Holdings in MSCI (MSCI)?
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” third quarter 2024 investor letter.
Polen Focus Growth Strategy Exited its Long-Term Holding NIKE (NKE)
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” third quarter 2024 investor letter.
Does Paycom Software (PAYC) Have a Long Runway For Growth?
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” third quarter 2024 investor letter.
What Makes Oracle Corporation (ORCL) a Strong Investment?
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” third quarter 2024 investor letter.
Polen Focus Growth Strategy: ServiceNow (NOW) is a Great Example of a Consistent Grower
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” third quarter 2024 investor letter.
Shopify’s (SHOP) Gross Merchandise Value Increased 23% Year-Over-Year
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” third quarter 2024 investor letter.
Here’s Why Polen Focus Growth Added Apple (AAPL) to its Portfolio
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” third quarter 2024 investor letter.
Polen Capital Focus Growth Strategy Trimmed Amazon.com (AMZN) to Bring its Weight Back To 15%
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” third quarter 2024 investor letter.
Here’s What Overshadowed Alphabet’s (GOOG) Performance
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” third quarter 2024 investor letter.
Here’s Why NVIDIA Corporation (NVDA) is on the Top Contributors List Of Polen Focus Growth
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” third quarter 2024 investor letter.
Polen Capital Focus Growth Strategy’s Q3 2024 Investor Letter
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” third quarter 2024 investor letter.
Intuit (INTU) Slipped on Slower Growth Outlook
Baron Funds, an investment management company, released its “Baron FinTech Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
Reasons to Invest in Primerica (PRI)
Baron Funds, an investment management company, released its “Baron FinTech Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
LPL Financial Holdings (LPLA) Fell Due to Concerns Over Potential Regulation
Baron Funds, an investment management company, released its “Baron FinTech Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
Baron FinTech Fund’s Q3 2024 Investor Letter
Baron Funds, an investment management company, released its “Baron FinTech Fund” third quarter 2024 investor letter.
Here’s How Aristotle Small/Mid Cap Equity Composite Received Amentum Holdings (AMTM) Shares
Aristotle Capital Boston, LLC, an investment advisor, released its “Small/Mid Cap Equity Strategy” third quarter 2024 investor letter.
Do You Believe in the Growth Prospects of Range Resources (RRC)?
Aristotle Capital Boston, LLC, an investment advisor, released its “Small/Mid Cap Equity Strategy” third quarter 2024 investor letter.
Will Permian Resources (PR) Continue Strong Execution?
Aristotle Capital Boston, LLC, an investment advisor, released its “Small/Mid Cap Equity Strategy” third quarter 2024 investor letter.
Aristotle Capital Small/Mid Cap Equity Strategy’s Q3 2024 Investor Letter
Aristotle Capital Boston, LLC, an investment advisor, released its “Small/Mid Cap Equity Strategy” third quarter 2024 investor letter.
Parsons Corporation (PSN) is Poised for Future Growth
Columbia Acorn Fund, distributed by Columbia Management Investment Distributors, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Champion Homes (SKY) is Experiencing Solid Demand Amidst Economic Uncertainty
Columbia Acorn Fund, distributed by Columbia Management Investment Distributors, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Super Micro Computer (SMCI) Declined in Q3
Columbia Acorn Fund, distributed by Columbia Management Investment Distributors, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Weak Forward Guidance Pulled Rambus (RMBS) in Q3
Columbia Acorn Fund, distributed by Columbia Management Investment Distributors, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Atkore (ATKR) Fell Due to Several Headwinds
Columbia Acorn Fund, distributed by Columbia Management Investment Distributors, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Federal Rate Cuts Boosted Colliers International Group (CIGI) in Q3
Columbia Acorn Fund, distributed by Columbia Management Investment Distributors, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Outset Medical (OM) Slipped on Earnings Miss and Reduced Guidance
Columbia Acorn Fund, distributed by Columbia Management Investment Distributors, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
