Conventum – Alluvium Global Fund Sold its Holdings in Agnico Eagle Mines Ltd (AEM)
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” third-quarter 2024 investor letter.
Hedge Fund Investor Letters
Conventum – Alluvium Global Fund Chose Visa Over Mastercard (MA)
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” third-quarter 2024 investor letter.
Here’s Why McKesson Corporation (MCK) was Down 15.2% in Q3
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” third-quarter 2024 investor letter.
Here’s Why Conventum – Alluvium Global Fund Added Lockheed Martin Corporation (LMT) to its Portfolio
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” third-quarter 2024 investor letter.
Group 1 Automotive (GPI) Rose as its Earnings Beat Expectations
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” third-quarter 2024 investor letter.
People’s Bank of China’s Stimulus Package Lifted Alibaba (BABA)
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” third-quarter 2024 investor letter.
Liberty Broadband Corporation (LBRDA) Rose 40.7% in Q3
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” third-quarter 2024 investor letter.
Upgraded Guidance and Impressive Results Lifted HCA Healthcare (HCA) in Q3
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” third-quarter 2024 investor letter.
Conventum – Alluvium Global Fund’s Updates on Tapestry’s Acquisition of Capri Holdings Limited (CPRI)
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” third-quarter 2024 investor letter.
Conventum – Alluvium Global Fund Added Visa (V) to Its Portfolio in Q3
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” third-quarter 2024 investor letter.
Conventum – Alluvium Global Fund’s View on Alphabet (GOOG) is Unchanged. Here’s Why
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” third-quarter 2024 investor letter.
Conventum – Alluvium Global Fund’s Q3 2024 Investor Letter
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” third-quarter 2024 investor letter.
What Makes Visa (V) a Lucrative Investment?
Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista Focus strategy” third quarter 2024 investor letter.
Should You Invest in Linde plc (LIN)?
Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista Focus strategy” third quarter 2024 investor letter.
Here’s Why Mar Vista Focus Strategy Decided to Sell GXO Logistics (GXO)
Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista Focus strategy” third quarter 2024 investor letter.
Mar Vista Focus Strategy’s Q3 2024 Investor Letter
Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista Focus strategy” third quarter 2024 investor letter.
Oracle Corporation’s (ORCL) Cloud Investments are Paying Off
Mar Vista Investment Partners, LLC, an investment management company, released the “Global Strategy” third quarter 2024 investor letter.
Mar Vista Global Strategy’s Q3 2024 Investor Letter
Mar Vista Investment Partners, LLC, an investment management company, released the “Global Strategy” third quarter 2024 investor letter.
Here’s Mar Vista Strategic Growth Strategy’s Investment Thesis for Stryker Corporation (SYK)
Mar Vista Investment Partners, LLC, an investment management company, released the “Strategic Growth Strategy” third quarter 2024 investor letter.
Here’s Why Mar Vista Strategic Growth Strategy Resumed Its Investment in Unilever PLC (UL)
Mar Vista Investment Partners, LLC, an investment management company, released the “Strategic Growth Strategy” third quarter 2024 investor letter.
Mar Vista Strategic Growth Strategy Sold Nike (NKE) After Recovery
Mar Vista Investment Partners, LLC, an investment management company, released the “Strategic Growth Strategy” third quarter 2024 investor letter.
Apple (AAPL) Surged on Investors’ Optimistic Perception
Mar Vista Investment Partners, LLC, an investment management company, released the “Strategic Growth Strategy” third quarter 2024 investor letter.
Demand Pressure Continued to Impact Microchip Technology Incorporated (MCHP)
Mar Vista Investment Partners, LLC, an investment management company, released the “Strategic Growth Strategy” third quarter 2024 investor letter.
Alphabet (GOOG) Fell on a Legal Setback
Mar Vista Investment Partners, LLC, an investment management company, released the “Strategic Growth Strategy” third quarter 2024 investor letter.
Tailwind of Lower Interest Rate Lifted American Tower Corporation (AMT) Nearly 20% in Q3
Mar Vista Investment Partners, LLC, an investment management company, released the “Strategic Growth Strategy” third quarter 2024 investor letter.
Mar Vista Strategic Growth Strategy Sold Fortive Corporation (FTV) as it Failed to Deliver on Expectations
Mar Vista Investment Partners, LLC, an investment management company, released the “Strategic Growth Strategy” third quarter 2024 investor letter.
Should You Hold Microsoft (MSFT)?
Mar Vista Investment Partners, LLC, an investment management company, released the “Strategic Growth Strategy” third quarter 2024 investor letter.
Will AMETEK (AME) be Able to Achieve Double Digit Earnings Growth?
Mar Vista Investment Partners, LLC, an investment management company, released the “Strategic Growth Strategy” third quarter 2024 investor letter.
Transdigm Group Incorporated (TDG) Reported Beat-And-Raise Earnings In Q3
Mar Vista Investment Partners, LLC, an investment management company, released the “Strategic Growth Strategy” third quarter 2024 investor letter.
Mar Vista Strategic Growth Strategy’s Q3 2024 Investor Letter
Mar Vista Investment Partners, LLC, an investment management company, released the “Strategic Growth Strategy” third quarter 2024 investor letter. The U.S.
Strong Volume Growth Lifted Natera (NTRA) in Q3
Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” third quarter 2024 investor letter.
Mixed Quarterly Results Dragged Montrose Environmental Group (MEG)
Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” third quarter 2024 investor letter.
Here’s Why StepStone Group (STEP) Rose In Q3
Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” third quarter 2024 investor letter.
Hamilton Lane Incorporated (HLNE) Surged On Better Than Expected Results
Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” third quarter 2024 investor letter.
Here’s What Led to a Sharp Drop in Progyny’s (PGNY) Share Price
Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” third quarter 2024 investor letter.
Alger Weatherbie Specialized Growth Fund’s Q3 2024 Investor Letter
Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” third quarter 2024 investor letter. U.S.
Here’s Appalaches Capital’s Investment Thesis For CSX Corporation (CSX)
Appalaches Capital, an investment management firm, released its third-quarter 2024, investor letter. A copy of the letter can be downloaded here.
Lithia Motors (LAD) Results Were Better Than Feared
Appalaches Capital, an investment management firm, released its third-quarter 2024, investor letter. A copy of the letter can be downloaded here.
Alphabet (GOOG) Quickly Lost Its Appeal Amongst Investors. Here’s Why
Appalaches Capital, an investment management firm, released its third-quarter 2024, investor letter. A copy of the letter can be downloaded here.
Canadian National Railway Company (CNI) Has The Potential For Strong Investment Returns With Sustained Rail Volume Growth
Appalaches Capital, an investment management firm, released its third-quarter 2024, investor letter. A copy of the letter can be downloaded here.
Here’s How Appalaches Capital Views Its Investment In Coupang (CPNG)
Appalaches Capital, an investment management firm, released its third-quarter 2024, investor letter. A copy of the letter can be downloaded here.
Here’s Why Appalaches Capital Added CME Group (CME) To Its Portfolio
Appalaches Capital, an investment management firm, released its third-quarter 2024, investor letter. A copy of the letter can be downloaded here.
Should You Invest In Autozone (AZO)?
Appalaches Capital, an investment management firm, released its third-quarter 2024, investor letter. A copy of the letter can be downloaded here.
Appalaches Capital’s Q3 2024 Investor Letter
Appalaches Capital, an investment management firm, released its third-quarter 2024, investor letter.
Does Samsara (IOT) Have a Long Runway for Growth?
Baron Funds, an investment management company, released its “Baron Fifth Avenue Growth Fund” third quarter 2024 investor letter.
What Makes KKR & Co. (KKR) a Lucrative Investment?
Baron Funds, an investment management company, released its “Baron Fifth Avenue Growth Fund” third quarter 2024 investor letter.
CrowdStrike Holdings (CRWD) Fell Due to a Software Glitch
Baron Funds, an investment management company, released its “Baron Fifth Avenue Growth Fund” third quarter 2024 investor letter.
Baron Fifth Avenue Growth Fund’s Q3 2024 Investor Letter
Baron Funds, an investment management company, released its “Baron Fifth Avenue Growth Fund” third quarter 2024 investor letter.
Sector-Wide Weakness Impacted Weatherford International plc (WFRD) in Q3
Fred Alger Management, an investment management company, released its “Alger Small Cap Growth Fund” third quarter 2024 investor letter.
Alphatec Holdings (ATEC) Slid on Higher Than Expected Cash Burn Guidance
Fred Alger Management, an investment management company, released its “Alger Small Cap Growth Fund” third quarter 2024 investor letter.
