McIntyre Partnerships: “Star Holdings (STHO) Offers a Compelling IRR”
McIntyre Partnerships, an investment management company released its fourth quarter investor letter. McIntyre Partnerships returned approx.
Hedge Fund Investor Letters
McIntyre Partnerships’ Q4 2024 Investor Letter
McIntyre Partnerships, an investment management company released its fourth quarter investor letter. McIntyre Partnerships returned approx.
Does TE Connectivity (TEL) Have a Sustainable Competitive Advantage?
Madison Investments, an investment advisor, released its “Madison Dividend Income Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Should You Expect Continued Dividend Increase for Rockwell Automation (ROK)?
Madison Investments, an investment advisor, released its “Madison Dividend Income Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Madison Dividend Income Fund’s Q4 2024 Investor Letter
Madison Investments, an investment advisor, released its “Madison Dividend Income Fund” fourth-quarter 2024 investor letter.
Here’s Why Aoris Sold Cintas Corporation (CTAS)
Aoris Investment Management, a specialist international equity manager, released its Q4 2024 investor letter. A copy of the letter can be downloaded here.
What Makes Visa (V) a Long-Term Holding?
Aoris Investment Management, a specialist international equity manager, released its Q4 2024 investor letter. A copy of the letter can be downloaded here.
Aoris Sold Costco Wholesale Corporation (COST) Due to Valuation Reasons
Aoris Investment Management, a specialist international equity manager, released its Q4 2024 investor letter. A copy of the letter can be downloaded here.
What Gives The Sherwin-Williams Company (SHW) a Dominant Position in the Market?
Aoris Investment Management, a specialist international equity manager, released its Q4 2024 investor letter. A copy of the letter can be downloaded here.
Aoris Exited LVMH Moët Hennessy – Louis Vuitton, Société Européenne (LVMUY) as 2023 Earnings Proved to be Materially Above Normal
Aoris Investment Management, a specialist international equity manager, released its Q4 2024 investor letter. A copy of the letter can be downloaded here.
Should You Invest in MSCI (MSCI)?
Aoris Investment Management, a specialist international equity manager, released its Q4 2024 investor letter. A copy of the letter can be downloaded here.
Aoris Sold Tractor Supply Company (TSCO) Amid Growth Concerns
Aoris Investment Management, a specialist international equity manager, released its Q4 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Aoris Sold its Stake in CDW Corporation (CDW)
Aoris Investment Management, a specialist international equity manager, released its Q4 2024 investor letter. A copy of the letter can be downloaded here.
Do You Believe in the Growth Prospects of RELX PLC (RELX)?
Aoris Investment Management, a specialist international equity manager, released its Q4 2024 investor letter. A copy of the letter can be downloaded here.
Amphenol Corporation (APH) Surged due to Rapid Growth In Data Centre Construction
Aoris Investment Management, a specialist international equity manager, released its Q4 2024 investor letter. A copy of the letter can be downloaded here.
Aoris Investment Management’s Q4 2024 Investor Letter
Aoris Investment Management, a specialist international equity manager, released its Q4 2024 investor letter.
Here’s How AppLovin Corporation’s (APP) Gain Negatively Impacted Baron Asset Fund’s Performance
Baron Funds, an investment management company, released its “Baron Asset Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Palantir Technologies’ (PLTR) Surge Hampered Baron Asset Fund’s Returns
Baron Funds, an investment management company, released its “Baron Asset Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s What Lifted Vail Resorts (MTN) in Q4
Baron Funds, an investment management company, released its “Baron Asset Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Arch Capital Group Ltd. (ACGL) Slid due to Concerns Over a Looming Cyclical Slowdown
Baron Funds, an investment management company, released its “Baron Asset Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Mettler-Toledo International (MTD) Traded Down in Q4
Baron Funds, an investment management company, released its “Baron Asset Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
IDEXX Laboratories (IDXX) Fell Due to Weakening of Clinical Visits by Patients
Baron Funds, an investment management company, released its “Baron Asset Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Will Dayforce (DAY) be able to Sustain Recurring Revenue Growth of Around 20%?
Baron Funds, an investment management company, released its “Baron Asset Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Baron Asset Fund’s Q4 2024 Investor Letter
Baron Funds, an investment management company, released its “Baron Asset Fund” fourth quarter 2024 investor letter.
Here’s Why Smoak Capital Sold Most of its Fitlife Brands (FTLF) Investment
Smoak Capital Management, LLC, an investment management firm, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Smoak Capital Management’s Q4 2024 Investor Letter
Smoak Capital Management, LLC, an investment management firm, released its fourth quarter 2024 investor letter.
Here are Focus Capital Management’s Updates on Silicon Motion Technology Corporation (SIMO)
Focus Capital Management, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Burford Capital (BUR) Traded down in Q4 Despite Underlying Good News
Focus Capital Management, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Focus Capital Management’s Q4 2024 Investor Letter
Focus Capital Management, an investment management company, released its fourth quarter 2024 investor letter.
Here’s Why Lululemon Athletica (LULU) Surged in Q4
GreensKeeper Asset Management, an investment management company, released its fourth quarter investor letter. A copy of the letter can be downloaded here.
Will Hershey Company (HSY) Maintain its Leadership Position?
GreensKeeper Asset Management, an investment management company, released its fourth quarter investor letter. A copy of the letter can be downloaded here.
Good Execution and On-going Demand Lifted Graham Corporation (GHM) in Q4
Diamond Hill Capital, an investment management company, released its “Small Cap Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Diamond Hill Capital Small Cap Fund’s Q4 2024 Investor Letter
Diamond Hill Capital, an investment management company, released its “Small Cap Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
GreensKeeper Asset Management’s Q4 2024 Investor Letter
GreensKeeper Asset Management, an investment management company, released its fourth quarter investor letter.
Here’s Why Cal-Maine Foods (CALM) Shares Rose in Q4
Diamond Hill Capital, an investment management company, released its “Small Cap Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Is Cimpress plc (CMPR) a Resilient Undervalued Business?
Diamond Hill Capital, an investment management company, released its “Small Cap Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Brennan Asset Management’s Updates on Charter (CHTR)
Brennan Asset Management, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Is Arcos Dorados (ARCO) a Mispriced Stock?
Brennan Asset Management, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
What Makes Mesa Laboratories (MLAB) a Valuable Stock?
Diamond Hill Capital, an investment management company, released its “Small Cap Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
What Makes Curbline Properties Corp. (CURB) an Attractive Investment Opportunity?
Diamond Hill Capital, an investment management company, released its “Small Cap Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
What Makes FTAI Infrastructure (FIP) an Investment Bet?
Diamond Hill Capital, an investment management company, released its “Small Cap Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Unfavorable Seasonal Weather Affected the Demand for Rocky Brands (RCKY)
Diamond Hill Capital, an investment management company, released its “Small Cap Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s What Weighed on Red Rock Resorts (RRR)
Diamond Hill Capital, an investment management company, released its “Small Cap Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Brennan Asset Management Increased its Stake in Compass Diversified (CODI)
Brennan Asset Management, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s What United States Lime & Minerals (USLM) Benefitted From in Q4
Diamond Hill Capital, an investment management company, released its “Small Cap Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Allegiant Travel Company (ALGT) Rose as Concerns About the Company Moderated
Diamond Hill Capital, an investment management company, released its “Small Cap Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Ashland (ASH) Slid due to Competitive Pressures
Diamond Hill Capital, an investment management company, released its “Small Cap Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Astrana Health (ASTH) Fell on Market Skepticism on its Acquisition
Diamond Hill Capital, an investment management company, released its “Small Cap Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Centrus Energy Corp. (LEU) Surged on Immense Power Needs from AI Data Centers
Diamond Hill Capital, an investment management company, released its “Small Cap Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Brennan Asset Management: Millicom International Cellular S.A. (TIGO) Shares Continue to Look Materially Undervalued
Brennan Asset Management, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
