Hedge Fund Investor Letters Q1 2025
We will be sharing Q1 2025 hedge fund investor letters in this article.
Hedge Fund Investor Letters
How Can O’Reilly Automotive (ORLY) Overcome the Risk of Price Rise Due to Tariffs?
Andvari Associates, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s How Pool Corporation (POOL) Faces the Challenges of Price Rise Due to Tariffs
Andvari Associates, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Will Amazon.com (AMZN) Offer an Attractive Risk-Adjusted Return for a Longer-Term Investment Horizon?
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) first quarter 2025 investor letter.
L1 Capital International Fund Trimmed its Investment in Alphabet (GOOG) in Q1
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) first quarter 2025 investor letter.
Should You Increase Your Holdings in Eagle Materials (EXP)?
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) first quarter 2025 investor letter.
L1 Capital International Fund’s Investment in HCA Healthcare (HCA) Paid Off
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) first quarter 2025 investor letter.
Does Marvell Technology (MRVL) Provide Long-Term Opportunity?
ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Strategy” first quarter 2025 investor letter.
L1 Capital International Fund’s Q1 2025 Investor Letter
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) first quarter 2025 investor letter.
Cintas Corporation (CTAS) Surged After reporting Strong Results
ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” first quarter 2025 investor letter.
Do You Believe in the Upside Potential of CAVA Group (CAVA)?
ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” first quarter 2025 investor letter.
What Makes Vistra Corp. (VST) a Lucrative Investment?
ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” first quarter 2025 investor letter.
The TJX Companies (TJX) Rose Amid Elevated Recession Fears
ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” first quarter 2025 investor letter.
Here’s Why Clearbridge Growth Strategy Sold AbbVie (ABBV)
ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” first quarter 2025 investor letter.
ClearBridge Investments Growth Strategy’s Q1 2025 Investor Letter
ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” first quarter 2025 investor letter.
International Paper Company (IP) Stock Experienced a Strong Turnaround After Leadership Change
ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Strategy” first quarter 2025 investor letter.
ClearBridge Mid Cap Strategy Sold Ashland (ASH) in Q1 Amid Sluggish End Markets
ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Strategy” first quarter 2025 investor letter.
What Makes Microchip Technology Incorporated (MCHP) a Good Investment?
ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Strategy” first quarter 2025 investor letter.
Is SailPoint Common Stock (SAIL) a High Growth Company?
ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Strategy” first quarter 2025 investor letter.
ClearBridge Mid Cap Strategy Increased its Stake AppLovin Corporation (APP) on Dip
ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Strategy” first quarter 2025 investor letter.
Increased Demand Lifted EQT Corporation (EQT) in Q1
ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Strategy” first quarter 2025 investor letter.
ClearBridge Investments Mid Cap Strategy’s Q1 2025 Investor Letter
ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Strategy” first quarter 2025 investor letter.
Is SBA Communications Corporation (SBAC) an Interest Rate Sensitive Company?
Andvari Associates, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Is American Tower Corporation (AMT) Poised For an Outperformance?
Andvari Associates, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Transcat (TRNS) Fell on Disappointing Results
Headwaters Capital Management, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Headwaters Capital Management Added CBIZ (CBZ) to its Portfolio
Headwaters Capital Management, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Headwaters Capital Management’s Top Q1 Contributor: Brown and Brown (BRO)
Headwaters Capital Management, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Headwaters Capital Management’s Q1 2025 Investor Letter
Headwaters Capital Management, an investment management company, released its first-quarter 2025 investor letter.
Philip Morris International (PM) Contributed to Andvari Associates’ Q1 Performance
Andvari Associates, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s How Danaher Corporation (DHR) Benefits from Switching Costs
Andvari Associates, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Altria Group (MO) Surged in Q1
Andvari Associates, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
How Does the Pricing Power Help TransDigm Group Incorporated (TDG)?
Andvari Associates, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Will Booz Allen Hamilton Holding Corporation (BAH) Get Affected by Tariffs?
Andvari Associates, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Do You Believe in the Growth Prospects of CoStar Group (CSGP)?
Andvari Associates, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Andvari Associates’ Q1 2025 Investor Letter
Andvari Associates, an investment management firm, released its first-quarter 2025 investor letter.
GreensKeeper Value Fund Trimmed its Position in American Express (AXP) in Q1
GreensKeeper Asset Management, an investment management company, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Alphabet (GOOG) Fell Following Year-End Earnings Release
GreensKeeper Asset Management, an investment management company, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Intercontinental Exchange (ICE) Benefited as Volatility Hit The Markets
GreensKeeper Asset Management, an investment management company, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Icon PLC (ICLR) an Investment Bet?
GreensKeeper Asset Management, an investment management company, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Elevance Health (ELV) is Rebounding From Sell Off
GreensKeeper Asset Management, an investment management company, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s What Boosted Check Point Software Technologies (CHKP) in Q1
GreensKeeper Asset Management, an investment management company, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Vertex Pharmaceuticals (VRTX) Surged on Increased Demand for its Cystic Fibrosis (CF) Franchise
GreensKeeper Asset Management, an investment management company, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
GreensKeeper Value Fund’s Top Q1 Contributor: Berkshire Hathaway (BRK.B)
GreensKeeper Asset Management, an investment management company, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
GreensKeeper Asset Management’s Q1 2025 Investor Letter
GreensKeeper Asset Management, an investment management company, released its first quarter 2025 investor letter.
Is LENSAR (LNSR) a Deeply Undervalued Stock?
Cedar Grove Capital Management, an investment management company, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Cedar Grove Capital Management’s Takeaway from Its Short Position Hims and Hers Health (HIMS)
Cedar Grove Capital Management, an investment management company, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Cedar Grove Capital Management’s Q1 2025 Investor Letter
Cedar Grove Capital Management, an investment management company, released its first quarter 2025 investor letter. The strategy returned 0.38% in the first quarter compared to...
Venture Global (VG) Slid on Reduced Valuation Expectations
ClearBridge Investments, an investment management company, released its “ClearBridge Value Strategy” first quarter 2025 investor letter.
Noble Corporation plc (NE) Continues to Slide as Contracting Deals Fail to Materialize
ClearBridge Investments, an investment management company, released its “ClearBridge Value Strategy” first quarter 2025 investor letter.
ClearBridge Value Strategy Initiated a Position in The Walt Disney Company (DIS) in Q1. Here’s Why
ClearBridge Investments, an investment management company, released its “ClearBridge Value Strategy” first quarter 2025 investor letter.
