Munro Global Growth Small & Mid Cap Fund’s Q4 2024 Investor Letter
Munro Partners, an investment management firm, released its “Munro Global Growth Small & Mid Cap Fund” fourth quarter 2024 investor letter.
Hedge Fund Investor Letters
What Gives Elevance Health (ELV) an Attractive Opportunity in The Large Cap Space?
River Road Asset Management, an investment management company released its “River Road Large Cap Value Select Fund” Q4 2024 investor letter.
Exceptional Growth Lifted KKR & Co. (KKR) in Q4
River Road Asset Management, an investment management company released its “River Road Large Cap Value Select Fund” Q4 2024 investor letter.
Will United Parcel Service (UPS) Rerate Higher as Margins Expand
River Road Asset Management, an investment management company released its “River Road Large Cap Value Select Fund” Q4 2024 investor letter.
Here’s Why River Road Large Cap Value Select Fund Eliminated GE Healthcare Technologies (GEHC)
River Road Asset Management, an investment management company released its “River Road Large Cap Value Select Fund” Q4 2024 investor letter.
What Makes AerCap Holdings N.V. (AER) a Lucrative Investment?
River Road Asset Management, an investment management company released its “River Road Large Cap Value Select Fund” Q4 2024 investor letter.
Here’s What Positions Becton, Dickinson and Company (BDX) Favorably in the Health Care Sector
River Road Asset Management, an investment management company released its “River Road Large Cap Value Select Fund” Q4 2024 investor letter.
CSX Corp. (CSX) Positioned for Growth Amid Positive Market Trends
River Road Asset Management, an investment management company released its “River Road Large Cap Value Select Fund” Q4 2024 investor letter.
Lennar Corporation (LEN) Trader Lower Due to a Severe Housing Supply Deficit
River Road Asset Management, an investment management company released its “River Road Large Cap Value Select Fund” Q4 2024 investor letter.
River Road Large Cap Value Select Fund Added LVMH Moet Hennessy Louis Vuitton SE (LVMUY) to its Portfolio in Q4
River Road Asset Management, an investment management company released its “River Road Large Cap Value Select Fund” Q4 2024 investor letter.
Several Headwinds Dragged Nestlé S.A. (NSRGY) in Q4
River Road Asset Management, an investment management company released its “River Road Large Cap Value Select Fund” Q4 2024 investor letter.
Fairfax Financial Holdings Limited (FRFHF) Reported an Exceptional Quarter
River Road Asset Management, an investment management company released its “River Road Large Cap Value Select Fund” Q4 2024 investor letter.
Lululemon Athletica (LULU) Surged on Strong Performance Metrics
River Road Asset Management, an investment management company released its “River Road Large Cap Value Select Fund” Q4 2024 investor letter.
AMG River Road Large Cap Value Select Fund’s Q4 2024 Investor Letter
River Road Asset Management, an investment management company released its “River Road Large Cap Value Select Fund” Q4 2024 investor letter.
Here’re the Reasons to Invest in Pinterest (PINS)
Renaissance Investment Management, an investment management company, released its Q4 2024 “Large Cap Growth Strategy” investor letter.
Renaissance Large Cap Growth Strategy Sold WEX (WEX) Amid Deteriorating Fundamental Factors
Renaissance Investment Management, an investment management company, released its Q4 2024 “Large Cap Growth Strategy” investor letter.
Multiple Factors Lifted AppLovin (APP) in Q4
Renaissance Investment Management, an investment management company, released its Q4 2024 “Large Cap Growth Strategy” investor letter.
Here’s Why Booz Allen Hamilton Holding Corporation (BAH) Slid in Q4
Renaissance Investment Management, an investment management company, released its Q4 2024 “Large Cap Growth Strategy” investor letter.
HCA Healthcare (HCA) Fell Following the Presidential Election
Renaissance Investment Management, an investment management company, released its Q4 2024 “Large Cap Growth Strategy” investor letter.
Solid Results Boosted Broadcom’s (AVGO) Performance in Q4
Renaissance Investment Management, an investment management company, released its Q4 2024 “Large Cap Growth Strategy” investor letter.
Renaissance Investment Management Large Cap Growth Strategy’s Q4 2024 Investor Letter
Renaissance Investment Management, an investment management company, released its Q4 2024 “Large Cap Growth Strategy” investor letter.
Silver Beech’s Investment Thesis for Rentokil Initial (RTO)
Silver Beech Capital, a value-oriented investment management firm, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Silver Beech Capital’s Q4 2024 Investor Letter
Silver Beech Capital, a value-oriented investment management firm, released its fourth-quarter 2024 investor letter.
What Makes Taiwan Semiconductor Manufacturing Co. (TSM) a Lucrative Investment?
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
What Makes Meta (META) a Powerful Global Advertising Ecosystem?
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
Does Tesla (TSLA) have a Unique, Integrated Growth Trajectory?
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
What Leads Amazon (AMZN) to the Next Leg Of Growth And Profitability?
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
Is Alibaba (BABA) Positioned For a Breakout?
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
Goldman Sachs’ (GS) Adaptability and Core Strengths Set the Stage for Sustained Growth
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
Here’s Why Nightview Capital Decided to Sell DraftKings (DKNG)
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
Is Wynn Resorts (WYNN) a Compelling And Overlooked Position?
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
Will Las Vegas Sands (LVS) Be Able to Provide Long-Term Value Creation?
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
Nightview Capital: Charles Schwab (SCHW) is Rebounding After a Challenging Period
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
Here’s What Makes BlackRock (BLK) an Attractive Long-Term Investment
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
Nightview Capital’s Investment Thesis for Deere & Company (DE)
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
What Makes Morgan Stanley (MS) an Attractive Bet?
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
Here’s How MGM Resorts (MGM) is Leading the Charge in Hospitality Industry
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
Here are Airbnb’s (ABNB) Competitive Advantages
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
Here’s How Hyatt (H) is Strengthening its Business
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
Should You be Confident in Qualcomm’s (QCOM) Execution Abilities?
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
Does Netflix (NFLX) have Continued Runway For Growth?
Nightview Capital, an investment management company, that concentrates exclusively on publicly traded equity strategies, released its fourth quarter 2024 investor letter. A copy...
Nightview Capital’s Q4 2024 Investor Letter
Nightview Capital, an investment management company, that concentrates exclusively on publicly traded equity strategies, released its fourth quarter 2024 investor letter. This...
Turtle Creek Asset Management’s Updates on Berry Global Group (BERY)
Turtle Creek Asset Management, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Turtle Creek Asset Management Added Kinsale Capital Group (KNSL)
Turtle Creek Asset Management, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Turtle Creek Asset Management Exited its Position in Discover Financial Services (DFS)
Turtle Creek Asset Management, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Should You Invest in WillScot Holdings Corporation (WSC)?
Turtle Creek Asset Management, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Bread Financial Holdings (BFH) Surged in Q4 and 2024
Turtle Creek Asset Management, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Turtle Creek Asset Management’s Q4 2024 Investor Letter
Turtle Creek Asset Management, an investment management company, released its fourth quarter 2024 investor letter.
Impinj (PI) Shares Pulled Back in Q4 After Nine Months of Strong Run
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” fourth quarter 2024 investor letter.
TransMedics Group (TMDX) Missed Expectations Due to Seasonality
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” fourth quarter 2024 investor letter.
