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.
Hedge Fund Investor Letters
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.
The London Company SMID Cap Strategy’s Q3 2024 Investor Letter
The London Company, an investment management company, released “The London Company SMID Cap Strategy” third quarter 2024 investor letter.
Here’s Why Huntington Ingalls Industries (HII) is one of the Best-Positioned Defense Companies
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” third-quarter 2024 investor letter.
Multiple Tailwinds Lifted Regal Rexnord Corporation (RRX) in Q3
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Ciena Corporation (CIEN) Rose on Improved Demand
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
CubeSmart (CUBE) Benefitted From Lower Interest Rate
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Several Headwinds Dragged Humana (HUM) in Q3
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s What Weighed On The Results of Lancaster Colony Corporation (LANC)
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s What Affected Coterra Energy (CTRA)
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Strength In Its Aerospace Business Lifted Parker-Hannifin Corporation (PH) in Q3
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Diamond Hill Capital Mid Cap Strategy’s Q3 2024 Investor Letter
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” third-quarter 2024 investor letter.
Eplus Inc (PLUS) Surged on Solid Results
The London Company, an investment management company, released “The London Company Small Cap Strategy” third quarter 2024 investor letter.
Here’s What Boosted ACI Worldwide (ACIW) in Q3
The London Company, an investment management company, released “The London Company Small Cap Strategy” third quarter 2024 investor letter.
Vontier Corp (VNT) Fell as the Result Fell Short of Expectations
The London Company, an investment management company, released “The London Company Small Cap Strategy” third quarter 2024 investor letter.
Should You Be Confident in White Mountains Insurance Group Ltd (WTM)?
The London Company, an investment management company, released “The London Company Small Cap Strategy” third quarter 2024 investor letter.
Soft Biotech Funding and Cost-Cutting Dragged Certara (CERT) in Q3
The London Company, an investment management company, released “The London Company Small Cap Strategy” third quarter 2024 investor letter.
DRQ and Innovex Downhole Solutions Merged to Form Innovex International (INVX)
The London Company, an investment management company, released “The London Company Small Cap Strategy” third quarter 2024 investor letter.
Resilient Quarterly Result Lifted Revolve Group (RVLV) in Q3
The London Company, an investment management company, released “The London Company Small Cap Strategy” third quarter 2024 investor letter.
The London Company Small Cap Strategy’s Q3 2024 Investor Letter
The London Company, an investment management company, released “The London Company Small Cap Strategy” third quarter 2024 investor letter.
NexGen Energy Ltd. (NXE) Slid on Decline in Uranium Prices
L1 Capital, an investment management firm, released its “L1 Long Short Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Cenovus Energy (CVE) Fell in Q3
L1 Capital, an investment management firm, released its “L1 Long Short Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why CRH Plc (CRH) Rallied in Q3
L1 Capital, an investment management firm, released its “L1 Long Short Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
Is Natwest Group Plc (NWG) Poised to Benefit From Improving Margin Trends?
L1 Capital, an investment management firm, released its “L1 Long Short Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
L1 Capital Long Short Fund’s Q3 2024 Investor Letter
L1 Capital, an investment management firm, released its “L1 Long Short Fund” third quarter 2024 investor letter.
Mosaic Co. (MOS) Slid on Weaker Than Expected Pricing
Ariel Investments, an investment management company, released its “Ariel Focus Fund” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
What Makes Bio-Rad Laboratories (BIO) an Attractive Opportunity?
Ariel Investments, an investment management company, released its “Ariel Focus Fund” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Earnings Beat and Improved Guidance Lifted Lockheed Martin Corporation (LMT)
Ariel Investments, an investment management company, released its “Ariel Focus Fund” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
APA Corporation (APA) Fell with Weakness In Energy Prices
Ariel Investments, an investment management company, released its “Ariel Focus Fund” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Oracle Corporation (ORCL) Benefitted From AI Demand
Ariel Investments, an investment management company, released its “Ariel Focus Fund” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Ariel Investments Focus Fund’s Q3 2024 Investor Letter
Ariel Investments, an investment management company, released its “Ariel Focus Fund” third-quarter 2024 investor letter.
Weaker Demand Outlook Dragged Airbnb (ABNB) in Q3
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” third quarter 2024 investor letter.
Polen Capital Focus Growth Strategy Increased its Position in Workday (WDAY) Amid a Pullback
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” third quarter 2024 investor letter.
Here’s Why Tesla (TSLA) is a Relative Detractor from Polen Focus Growth’s Performance
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” third quarter 2024 investor letter.
Is Adobe (ADBE) Poised for Re-Accelerating Revenue And Earnings Growth?
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” third quarter 2024 investor letter.
Polen Capital Focus Growth Strategy Exited Salesforce (CRM) for Better Opportunities
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” third quarter 2024 investor letter.
Should You Increase Your Holdings in MSCI (MSCI)?
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” third quarter 2024 investor letter.
Polen Focus Growth Strategy Exited its Long-Term Holding NIKE (NKE)
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” third quarter 2024 investor letter.
