Should You be Confident in St. Joe Company (JOE)?
River Road Asset Management, an investment management company released its “River Road Mid Cap Value Fund” Q4 2024 investor letter.
Hedge Fund Investor Letters
Centene Corporation (CNC) Slid Despite Strong Fundamentals
River Road Asset Management, an investment management company released its “River Road Mid Cap Value Fund” Q4 2024 investor letter.
Here’s What Helped Expedia Group (EXPE) to Grow Its Market Share
River Road Asset Management, an investment management company released its “River Road Mid Cap Value Fund” Q4 2024 investor letter.
AMG River Road Mid Cap Value Fund’s Q4 2024 Investor Letter
River Road Asset Management, an investment management company released its “River Road Mid Cap Value Fund” Q4 2024 investor letter.
Should You Sell Your Position in Deckers Outdoor (DECK)?
Renaissance Investment Management, an investment management company, released its Q4 2024 “Small Cap Growth Strategy” investor letter.
Credo Technology Group (CRDO) Surged on Increased Demand
Renaissance Investment Management, an investment management company, released its Q4 2024 “Small Cap Growth Strategy” investor letter.
What Makes Catalyst Pharmaceuticals (CPRX) an Investment Choice?
Renaissance Investment Management, an investment management company, released its Q4 2024 “Small Cap Growth Strategy” investor letter.
Is Transmedics’ (TMDX) Long-Term Growth Potential Still Intact?
Renaissance Investment Management, an investment management company, released its Q4 2024 “Small Cap Growth Strategy” investor letter.
Renaissance Investment Management Small Cap Growth Strategy’s Q4 2024 Investor Letter
Renaissance Investment Management, an investment management company, released its Q4 2024 “Small Cap Growth Strategy” investor letter.
Here’re the Reasons to Invest in GXO Logistics (GXO)
River Road Asset Management, an investment management company released its “River Road Small Cap Value Fund” Q4 2024 investor letter.
Monday.com Ltd. (MNDY) Fell as it Failed to Sustain the Momentum
Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q4 2024 investor letter.
What Makes CrowdStrike Holdings (CRWD) a Lucrative Investment?
Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q4 2024 investor letter.
Here’s What Boosted Taiwan Semiconductor Manufacturing Company Limited (TSM) in 2024
Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q4 2024 investor letter.
Sands Capital Technology Innovators Fund’s Q4 2024 Investor Letter
Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q4 2024 investor letter.
Sands Capital Select Growth Fund Sold Okta (OKTA) Despite Growth Potential
Sands Capital, an investment management company, released its “Sands Capital Select Growth Fund” Q4 2024 investor letter. A copy of the same can be downloaded here.
Sands Capital Select Growth Fund Closed Lam Research Corporation (LRCX) on Valuation Concerns
Sands Capital, an investment management company, released its “Sands Capital Select Growth Fund” Q4 2024 investor letter. A copy of the same can be downloaded here.
Impressive Results Lifted ServiceNow (NOW) in Q4
Sands Capital, an investment management company, released its “Sands Capital Select Growth Fund” Q4 2024 investor letter. A copy of the same can be downloaded here.
Sands Capital Select Growth Fund Sold Edwards Lifesciences Corporation (EW) For Better Opportunities
Sands Capital, an investment management company, released its “Sands Capital Select Growth Fund” Q4 2024 investor letter. A copy of the same can be downloaded here.
Nu Holdings Ltd. (NU) Fell Along with Broader Brazilian Equities
Sands Capital, an investment management company, released its “Sands Capital Select Growth Fund” Q4 2024 investor letter. A copy of the same can be downloaded here.
DexCom (DXCM) Slid on Poor Execution and GLP-1 Drug Disruption Concerns
Sands Capital, an investment management company, released its “Sands Capital Select Growth Fund” Q4 2024 investor letter. A copy of the same can be downloaded here.
Here’s Why Sands Capital Select Growth Fund Exited Floor & Decor Holdings (FND)
Sands Capital, an investment management company, released its “Sands Capital Select Growth Fund” Q4 2024 investor letter. A copy of the same can be downloaded here.
What Makes Axon Enterprise (AXON) an Attractive Bet?
Sands Capital, an investment management company, released its “Sands Capital Select Growth Fund” Q4 2024 investor letter. A copy of the same can be downloaded here.
What Makes AppLovin Corporation (APP) an Investment Opportunity?
Sands Capital, an investment management company, released its “Sands Capital Select Growth Fund” Q4 2024 investor letter. A copy of the same can be downloaded here.
Several Tailwinds Lifted Netflix (NFLX) in 2024
Sands Capital, an investment management company, released its “Sands Capital Select Growth Fund” Q4 2024 investor letter. A copy of the same can be downloaded here.
Sands Capital Select Growth Fund’s Investment Thesis for Roblox Corporation (RBLX)
Sands Capital, an investment management company, released its “Sands Capital Select Growth Fund” Q4 2024 investor letter. A copy of the same can be downloaded here.
Sands Capital Select Growth Fund’s Q4 2024 Investor Letter
Sands Capital, an investment management company, released its “Sands Capital Select Growth Fund” Q4 2024 investor letter. Select Growth primarily targets U.S.
Here’s Why JDP Capital Management is Excited About ENDI Corp (ENDI)
JDP Capital Management, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
JDP Capital Management’s Updates on Roku (ROKU)
JDP Capital Management, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Does Caesars (CZR) Present a Compelling Investment Idea?
JDP Capital Management, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here are JDP Capital Management’s Views on Tesla (TSLA)
JDP Capital Management, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Spotify (SPOT) Rose 148% in 2024
JDP Capital Management, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
JDP Capital Management’s Q4 2024 Investor Letter
JDP Capital Management, an investment management company, released its fourth quarter 2024 investor letter.
LGI Homes (LGIH) Shares Sold off after Fed’s Reversed Course
River Road Asset Management, an investment management company released its “River Road Small Cap Value Fund” Q4 2024 investor letter.
Papa John’s International (PZZA) was Sold Off in Q4. Here’s Why
River Road Asset Management, an investment management company released its “River Road Small Cap Value Fund” Q4 2024 investor letter.
UniFirst Corp. (UNF) Slid on Underwhelming Guidance
River Road Asset Management, an investment management company released its “River Road Small Cap Value Fund” Q4 2024 investor letter.
Here’s Why River Road Small Cap Value Fund Sold Air Transport Services Group (ATSG)
River Road Asset Management, an investment management company released its “River Road Small Cap Value Fund” Q4 2024 investor letter.
GEO Group Inc. (GEO): River Road Small Cap Value Fund’s Largest Q4 Contributor
River Road Asset Management, an investment management company released its “River Road Small Cap Value Fund” Q4 2024 investor letter.
CoreCivic (CXW) Rallied after Presidential Election
River Road Asset Management, an investment management company released its “River Road Small Cap Value Fund” Q4 2024 investor letter.
AMG River Road Small Cap Value Fund’s Q4 2024 Investor Letter
River Road Asset Management, an investment management company released its “River Road Small Cap Value Fund” Q4 2024 investor letter.
Solid Results and Completion of Acquisition Lifted Crescent Energy (CRGY)
Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Mid-Cap Value Fund” fourth quarter 2024 investor letter.
Here’s Why Telefonaktiebolaget LM Ericsson (publ) (ERIC) Surged in Q4
Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Mid-Cap Value Fund” fourth quarter 2024 investor letter.
Should You Hold Kosmos Energy Ltd. (KOS)?
Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Mid-Cap Value Fund” fourth quarter 2024 investor letter.
Adient PLC (ADNT) Slid on Lower-than-Expected Sales Guidance
Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Mid-Cap Value Fund” fourth quarter 2024 investor letter.
Hotchkis & Wiley Mid-Cap Value Fund’s Q4 2024 Investor Letter
Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Mid-Cap Value Fund” fourth quarter 2024 investor letter.
What Makes General Motors Co. (GM) an Attractive Investment?
Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Large Cap Fundamental Value Fund” fourth quarter 2024 investor letter.
Here’s Why Olin Corp. (OLN) Traded Lower in Q4
Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Large Cap Fundamental Value Fund” fourth quarter 2024 investor letter.
Here’s What Dragged CVS Health Corp. (CVS) in Q4
Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Large Cap Fundamental Value Fund” fourth quarter 2024 investor letter.
Here’s Why Elevance Health (ELV) Declined in Q4
Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Large Cap Fundamental Value Fund” fourth quarter 2024 investor letter.
What Makes Wells Fargo & Co. (WFC) One of the Best Franchises in Banking?
Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Large Cap Fundamental Value Fund” fourth quarter 2024 investor letter.
F5 (FFIV) Shares Rebounded in the Second Half of 2024
Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Large Cap Fundamental Value Fund” fourth quarter 2024 investor letter.
