Should You Sell RH (RH)?
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” third-quarter 2024 investor letter.
Hedge Fund Investor Letters
Alarm.com Holdings (ALRM) Slid on Reduced Guidance
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” third-quarter 2024 investor letter.
Will Paylocity Holding Corporation (PCTY) be Able to Expand its Market Share and Wallet Share For Years?
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” third-quarter 2024 investor letter.
Polen U.S. Small Company Growth Strategy Exited Doximity (DOCS) Due to Multiple Factors
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” third-quarter 2024 investor letter.
Here’s Why Polen U.S. Small Company Growth Strategy Exited its Position Alight (ALIT)
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” third-quarter 2024 investor letter.
Here’s Why Progyny (PGNY) Was Under Pressure in Q3
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” third-quarter 2024 investor letter.
What Makes NV5 Global (NVEE) an Attractive Investment?
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” third-quarter 2024 investor letter.
Revolve Group (RVLV) Rose on Improved Fundamentals
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” third-quarter 2024 investor letter.
Polen Capital U.S. Small Company Growth Strategy’s Q3 2024 Investor Letter
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” third-quarter 2024 investor letter.
Artisan Mid Cap Value Fund Added MGM Resorts International (MGM) to its Portfolio on Dip
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” third quarter 2024 investor letter.
Will Polaris (PII) Bounce Back?
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” third quarter 2024 investor letter.
Globe Life (GL) Is Recovering From Fraud Allegations
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” third quarter 2024 investor letter.
Strength In The Capital Markets Advisory Business Boosted Moelis & Company (MC)
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” third quarter 2024 investor letter.
Here’s Why Artisan Mid Cap Value Fund Sold NetApp (NTAP)
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” third quarter 2024 investor letter.
What Makes Warner Music Group Corp. (WMG) An Investment Bet?
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” third quarter 2024 investor letter.
What Contributed To The Performance Of Waters Corporation (WAT) In Q3?
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” third quarter 2024 investor letter.
NOV (NOV) Fell With the Broader Energy Sector
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” third quarter 2024 investor letter.
Gentex Corporation’s (GNTX) Quarterly Results Fell Short of Expectations
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” third quarter 2024 investor letter.
Artisan Partners Mid Cap Value Fund’s Q3 2024 Investor Letter
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” third quarter 2024 investor letter.
Here’s Why McDonald’s Corporation (MCD) Rose in Q3
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” third quarter 2024 investor letter.
Multiple Factors Dragged Chevron Corporation’s (CVX) Performance in Q3
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” third quarter 2024 investor letter.
FedEx Corporation (FDX) Trembled on Disappointing Earnings
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” third quarter 2024 investor letter.
The Home Depot (HD) Surged Despite Tepid Earnings. Here’s Why
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” third quarter 2024 investor letter.
The PNC Financial Services Group, Inc. (PNC) Surged on Strong Results
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” third quarter 2024 investor letter.
Microsoft Corporation (MSFT) Fell on Concerns Over Data Centre Sustainability
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” third quarter 2024 investor letter.
Upbeat Quarterly Update Lifted Oracle Corporation (ORCL) in Q3
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” third quarter 2024 investor letter.
Carillon Eagle Growth & Income Fund’s Q3 2024 Investor Letter
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” third quarter 2024 investor letter.
MSCI (MSCI) Rebounded After a Weak Q2
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” third-quarter 2024 investor letter.
Solid Cloud Adoption And Disciplined Execution Lifted SAP SE (SAP) in Q3
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” third-quarter 2024 investor letter.
Novo Nordisk A/S (NVO) Trembled At The End Of The Quarter
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” third-quarter 2024 investor letter.
Is Globant S.A. (GLOB) Trading at an Attractive Valuation?
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” third-quarter 2024 investor letter.
What Makes Aon plc (AON) a Durable Company?
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” third-quarter 2024 investor letter.
Polen Capital Global Growth Strategy’s Q3 2024 Investor Letter
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” third-quarter 2024 investor letter.
Here’s Greenhaven Road Capital’s Investment Thesis for Sable Offshore Corp. (SOC)
Greenhaven Road Capital, an investment management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Is Cellebrite (CLBT) Poised to Develop And Sell The Next Generation Of AI Analytics Tools?
Greenhaven Road Capital, an investment management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Greenhaven Road Capital Invested in Lifecore Biomedical (LFCR)
Greenhaven Road Capital, an investment management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Is Hagerty (HGTY) Well Positioned to Grow Significantly Over The Next Five Years?
Greenhaven Road Capital, an investment management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Has Burford (BUR) Made Significant Progress?
Greenhaven Road Capital, an investment management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
KKR & Co. (KKR) Management Aims to Quadruple Earnings In 10 Years
Greenhaven Road Capital, an investment management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Does PAR Technology (PAR) Have A Bright Future Ahead?
Greenhaven Road Capital, an investment management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Greenhaven Road Capital’s Q3 2024 Investor Letter
Greenhaven Road Capital, an investment management company, released its third-quarter 2024 investor letter.
Here’s What Lifted PayPal Holdings (PYPL) in Q3
Artisan Partners, an investment management company, released its “Artisan Value Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
Artisan Partners Value Fund Added United Parcel Service (UPS) in Q3 on Dip
Artisan Partners, an investment management company, released its “Artisan Value Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
The PNC Financial Services Group (PNC) Rallied on Cooling Inflation Data
Artisan Partners, an investment management company, released its “Artisan Value Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
Dollar General Corporation (DG) Shares Plunged Due to Weak Earnings
Artisan Partners, an investment management company, released its “Artisan Value Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
Do You Believe in Humana Inc. (HUM)’s Long-Term Strength?
Artisan Partners, an investment management company, released its “Artisan Value Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
Artisan Partners Value Fund’s Q3 2024 Investor Letter
Artisan Partners, an investment management company, released its “Artisan Value Fund” third quarter 2024 investor letter.
Armstrong World Industries (AWI) Continued its Strong Performance in Q3
The London Company, an investment management company, released “The London Company SMID Cap Strategy” third quarter 2024 investor letter.
Waters Corporation (WAT) Surged on Improved Demand
The London Company, an investment management company, released “The London Company SMID Cap Strategy” third quarter 2024 investor letter.
Zebra Technologies Corporation (ZBRA) Rose in Q3 Due to Robust Demand and Strong Execution
The London Company, an investment management company, released “The London Company SMID Cap Strategy” third quarter 2024 investor letter.
