Cautious Spending By Large Biopharma Client Dragged Certara (CERT) in Q3
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” third-quarter 2024 investor letter.
Hedge Fund Investor Letters
Strong Revenues Pushed Addus Homecare Corporation (ADUS) In Q3
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” third-quarter 2024 investor letter.
Here’s What Led Formfactor (FORM) Share to Decline By -24%
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” third-quarter 2024 investor letter.
TSCM U.S. Small Cap Growth Strategy Trimmed Clearwater Analytics Holdings, Inc. (CWAN) On Appreciation
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” third-quarter 2024 investor letter.
TSCM U.S. Small Cap Growth Strategy Trimmed Topgolf Callaway Brands Corp. (MODG) In Q3
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” third-quarter 2024 investor letter.
Boot Barn Holdings (BOOT) Exceeded Earnings Estimates, Raised 2025 Guidance On Strong Performance
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” third-quarter 2024 investor letter.
TimesSquare Capital Management U.S. Small Cap Growth Strategy’s Q3 2024 Investor Letter
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” third-quarter 2024 investor letter.
APi Group (APG) Fell on Slower-Than-Expected Revenue Growth
Tourlite Capital Management, an investment management firm, released its third quarter 2024 investor letter, a copy of which can be downloaded here.
Several Positive Developments Lifted Roivant (ROIV) in Q3
Tourlite Capital Management, an investment management firm, released its third quarter 2024 investor letter, a copy of which can be downloaded here.
FTAI Aviation (FTAI) is Benefitting from Strong Aerospace Aftermarket Tailwinds
Tourlite Capital Management, an investment management firm, released its third quarter 2024 investor letter, a copy of which can be downloaded here.
Here’s Why Arbutus (ABUS) Surged in Q3
Tourlite Capital Management, an investment management firm, released its third quarter 2024 investor letter, a copy of which can be downloaded here.
Here are Some Updates on Sable Offshore (SOC)
Tourlite Capital Management, an investment management firm, released its third quarter 2024 investor letter, a copy of which can be downloaded here.
Tourlite Capital Management’s Q3 2024 Investor Letter
Tourlite Capital Management, an investment management firm, released its third quarter 2024 investor letter.
Fidelity Growth Strategies Fund Increased its Holdings in Palantir Technologies (PLTR) in Q3
Fidelity Investments, an investment management company, recently released its “Fidelity Growth Strategies Fund” third quarter 2024 investor letter.
Robust Demand For Travel And an Aging Global Aircraft Fleet Lifted Howmet Aerospace (HWM) In Q3
Fidelity Investments, an investment management company, recently released its “Fidelity Growth Strategies Fund” third quarter 2024 investor letter.
ResMed (RMD) Rose 15% in Q3
Fidelity Investments, an investment management company, recently released its “Fidelity Growth Strategies Fund” third quarter 2024 investor letter.
Doximity (DOCS) Rose After Beating Earnings and Profitability Expectations
Fidelity Investments, an investment management company, recently released its “Fidelity Growth Strategies Fund” third quarter 2024 investor letter.
Fidelity Growth Strategies Fund Exited its Holdings in CrowdStrike Holdings (CRWD)
Fidelity Investments, an investment management company, recently released its “Fidelity Growth Strategies Fund” third quarter 2024 investor letter.
Fidelity Growth Strategies Fund’s Q3 2024 Investor Letter
Fidelity Investments, an investment management company, recently released its “Fidelity Growth Strategies Fund” third quarter 2024 investor letter.
Here’s Why Rollins (ROL) Positions Itself As “Acquirers Of Choice”
Andvari Associates, an investment management firm, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Arthur J. Gallagher & Co. (AJG) is Creating Value Through M&A
Andvari Associates, an investment management firm, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Andvari Associates’ Q3 2024 Investor Letter
Andvari Associates, an investment management firm, released its third-quarter 2024 investor letter.
MercadoLibre (MELI) Surged in Q3 Despite Challenging Environment
Polen Capital, an investment management company, released its “Polen International Growth Strategy” third-quarter 2024 investor letter.
Polen Capital Increased its Position in ASML Holding N.V. (ASML)
Polen Capital, an investment management company, released its “Polen International Growth Strategy” third-quarter 2024 investor letter.
What Makes On Holding AG (ONON) an Investment Bet?
Polen Capital, an investment management company, released its “Polen International Growth Strategy” third-quarter 2024 investor letter.
ICON Public Limited Company (ICLR) Fell Along with Peers
Polen Capital, an investment management company, released its “Polen International Growth Strategy” third-quarter 2024 investor letter.
Polen Capital International Growth Strategy’s Q3 2024 Investor Letter
Polen Capital, an investment management company, released its “Polen International Growth Strategy” third-quarter 2024 investor letter.
Here’s Brasada Capital Management’s Investment Thesis for Camden Property Trust (CPT)
Brasada Capital Management, an investment management company, released its Q3 2024 investor letter. A copy of the letter can be downloaded here.
Brasada Capital Management’s Q3 2024 Investor Letter
Brasada Capital Management, an investment management company, released its Q3 2024 investor letter.
What Makes Ribbon Communications (RBBN) an Investment Bet?
THB Capital Management, an investment management company, released its “THB Micro Cap Strategy” Q3 2024 investor letter. A copy of the letter can be downloaded here.
THB Micro Cap Strategy’s Q3 2024 Investor Letter
THB Capital Management, an investment management company, released its “THB Micro Cap Strategy” Q3 2024 investor letter.
Alphabet (GOOGL) Declined -8.8% in Q3
GreensKeeper Asset Management, an investment management company, released its third quarter investor letter. A copy of the letter can be downloaded here.
Berkshire Hathaway (BRK.B) Consistently Operates From a Strong Position
GreensKeeper Asset Management, an investment management company, released its third quarter investor letter. A copy of the letter can be downloaded here.
GreensKeeper Asset Management Sold its Investments in Cisco Systems (CSCO)
GreensKeeper Asset Management, an investment management company, released its third quarter investor letter. A copy of the letter can be downloaded here.
Exceptional Execution Lifted Fiserv (FI) in Q3
GreensKeeper Asset Management, an investment management company, released its third quarter investor letter. A copy of the letter can be downloaded here.
Here’s What is Powering Merck & Co.’s (MRK) Earnings Growth
GreensKeeper Asset Management, an investment management company, released its third quarter investor letter. A copy of the letter can be downloaded here.
American Express (AXP) Returned +17.1% in Q3
GreensKeeper Asset Management, an investment management company, released its third quarter investor letter. A copy of the letter can be downloaded here.
GreensKeeper Asset Management’s Q3 2024 Investor Letter
GreensKeeper Asset Management, an investment management company, released its third quarter investor letter.
Dollar General (DG) Slid Due to Inflation Pressure
Broyhill Asset Management, an investment advisor, released a third-quarter 2024, investor letter. A copy of the letter can be downloaded here.
Broyhill Capital Management Views AI as an Enabler of Growth with New Revenue Sources for Nice Ltd (NICE)
Broyhill Asset Management, an investment advisor, released a third-quarter 2024, investor letter. A copy of the letter can be downloaded here.
Broyhill Capital Management Sold The Charles Schwab Corporation (SCHW) Due to Limited Upside
Broyhill Asset Management, an investment advisor, released a third-quarter 2024, investor letter. A copy of the letter can be downloaded here.
Will the Operational Shift Impact EPAM Systems (EPAM)?
Broyhill Asset Management, an investment advisor, released a third-quarter 2024, investor letter. A copy of the letter can be downloaded here.
Should You Consider Adding Rentokil Initial plc (RTO) to Your Portfolio?
Broyhill Asset Management, an investment advisor, released a third-quarter 2024, investor letter. A copy of the letter can be downloaded here.
Broyhill Capital Management Exited PayPal Holdings (PYPL) in September
Broyhill Asset Management, an investment advisor, released a third-quarter 2024, investor letter. A copy of the letter can be downloaded here.
Should You Hold Baxter International (BAX) for the Long Term?
Broyhill Asset Management, an investment advisor, released a third-quarter 2024, investor letter. A copy of the letter can be downloaded here.
Here’s Why Philip Morris (PM) Gained 21% in Q3
Broyhill Asset Management, an investment advisor, released a third-quarter 2024, investor letter. A copy of the letter can be downloaded here.
Broyhill Asset Management’s Q3 2024 Investor Letter
Broyhill Asset Management, an investment advisor, released a third-quarter 2024, investor letter.
Bretton Fund Added Eagle Materials (EXP) in Q3
Bretton Capital Management, an investment management company, released "Bretton Fund" third quarter 2024 investor letter. A copy of the letter can be downloaded here.
Is The Progressive Corporation (PGR) an Attractive Business?
Bretton Capital Management, an investment management company, released "Bretton Fund" third quarter 2024 investor letter. A copy of the letter can be downloaded here.
Bretton Fund’s Q3 2024 Investor Letter
Bretton Capital Management, an investment management company, released "Bretton Fund" third quarter 2024 investor letter.
