Parnassus Investments Value Equity Fund’s Q3 2024 Investor Letter
Parnassus Investments, an investment management company, released the “Parnassus Value Equity Fund” third quarter 2024 investor letter.
Hedge Fund Investor Letters
Here’s Why Parnassus Core Equity Fund Sold Adobe (ADBE)
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” third quarter 2024 investor letter.
Reasons to Invest in Stryker Corp. (SYK)
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” third quarter 2024 investor letter.
What Makes Synopsys (SNPS) an Investment Bet?
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” third quarter 2024 investor letter.
Here’s Qualivian Investment Partners’ Thoughts on Visa (V)
Qualivian Investment Partners, an investment partnership focused on long-only public equities, released its Q3 2024 investor letter. A copy of the same can be downloaded here.
Qualivian Investment Partners’ Top Contributors: Alphabet (GOOGL)
Qualivian Investment Partners, an investment partnership focused on long-only public equities, released its Q3 2024 investor letter. A copy of the same can be downloaded here.
Qualivian Investment Partners is Confident in the Long-Term Outlook for Amazon (AMZN)
Qualivian Investment Partners, an investment partnership focused on long-only public equities, released its Q3 2024 investor letter. A copy of the same can be downloaded here.
TJX Companies (TJX) Rose as it Beat Expectations
Qualivian Investment Partners, an investment partnership focused on long-only public equities, released its Q3 2024 investor letter. A copy of the same can be downloaded here.
Here’s Qualivian Investment Partners’ Investment Thesis for United Rentals (URI)
Qualivian Investment Partners, an investment partnership focused on long-only public equities, released its Q3 2024 investor letter. A copy of the same can be downloaded here.
What Makes Simply Good Foods Co (SMPL) an Attractive Investment?
Investment management company Ave Maria recently released its “Ave Maria Value Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
Ave Maria Value Fund’s Q3 2024 Investor Letter
Investment management company Ave Maria recently released its “Ave Maria Value Fund” third quarter 2024 investor letter.
Here’s Optimist Fund’s Investment Thesis for Latham Group (SWIM)
Optimist Fund, an investment management company, released its third quarter 2024 investor letter. A copy of the letter can be downloaded here.
Qualivian Investment Partners Sees O’Reilly Automotive (ORLY) as a Long-Term Core Holding in the Fund
Qualivian Investment Partners, an investment partnership focused on long-only public equities, released its Q3 2024 investor letter. A copy of the same can be downloaded here.
Will Mastercard (MA) Benefit from Global Payments Digitization?
Qualivian Investment Partners, an investment partnership focused on long-only public equities, released its Q3 2024 investor letter. A copy of the same can be downloaded here.
Qualivian Investment Partners’ Q3 2024 Investor Letter
Qualivian Investment Partners, an investment partnership focused on long-only public equities, released its Q3 2024 investor letter.
Here’s Why Carvana Co. (CVNA) Continues to Perform Well
Optimist Fund, an investment management company, released its third quarter 2024 investor letter. A copy of the letter can be downloaded here.
Smartsheet (SMAR) Was a Profitable Investment For Optimist Fund
Optimist Fund, an investment management company, released its third quarter 2024 investor letter. A copy of the letter can be downloaded here.
Optimist Fund is Expecting Bright Future for Wayfair (W)
Optimist Fund, an investment management company, released its third quarter 2024 investor letter. A copy of the letter can be downloaded here.
Is First Advantage Corporation (FA) Trading at an Attractive Valuation?
Optimist Fund, an investment management company, released its third quarter 2024 investor letter. A copy of the letter can be downloaded here.
Optimist Fund’s Q3 2024 Investor Letter
Optimist Fund, an investment management company, released its third quarter 2024 investor letter.
Here’s Why Intest (INTT) Detracted in Q3
Rewey Asset Management, an investment management company, released its “RAM Smid Composite” third quarter investor letter. A copy of the letter can be downloaded here.
RAM Smid Composite’s Top gainer: Lifeway Foods (LWAY)
Rewey Asset Management, an investment management company, released its “RAM Smid Composite” third quarter investor letter. A copy of the letter can be downloaded here.
Here’s Rewey Asset Management Updates on Kyndryl Holdings (KD)
Rewey Asset Management, an investment management company, released its “RAM Smid Composite” third quarter investor letter. A copy of the letter can be downloaded here.
Rewey Asset Management’s Q3 2024 Investor Letter
Rewey Asset Management, an investment management company, released its “RAM Smid Composite” third quarter 2024 investor letter.
What Makes Nestlé S.A. (NSRGY) an Investment Bet?
Matrix Asset Advisors, an asset management company, released its third-quarter 2023 investor letter. A copy of the same can be downloaded here.
Here’s Why Matrix Asset Advisors Added Becton, Dickinson and Company (BDX)
Matrix Asset Advisors, an asset management company, released its third-quarter 2023 investor letter. A copy of the same can be downloaded here.
Should You Invest in Medtronic (MDT)?
Matrix Asset Advisors, an asset management company, released its third-quarter 2023 investor letter. A copy of the same can be downloaded here.
Matrix Asset Advisors’ Q3 2024 Investor Letter
Matrix Asset Advisors, an asset management company, released its third-quarter 2023 investor letter.
Rocklinc Partners Fund Established a Significant Stake in Burford Capital Ltd. (BUR)
Rocklinc Investment Partners, an investment management partnership, released its third quarter 2024 investor letter. A copy of the letter can be downloaded here.
Rocklinc Investment Partners’ Q3 2024 Investor Letter
Rocklinc Investment Partners, an investment management partnership, released its third quarter 2024 investor letter.
Trane Technologies plc (TT) is Benefitting From Several Long-Term Secular Trends
Parnassus Investments, an investment management company, released the “Parnassus Mid Cap Fund” third quarter 2024 investor letter.
“Green Shoots” in Semiconductor Demand May Uplift Teradyne (TER)
Parnassus Investments, an investment management company, released the “Parnassus Mid Cap Fund” third quarter 2024 investor letter.
Guidewire Software (GWRE) Continues to Penetrate the Market
Parnassus Investments, an investment management company, released the “Parnassus Mid Cap Fund” third quarter 2024 investor letter.
Do You Believe in The Strong Growth Potential Of Atlassian Corporation (TEAM)?
Parnassus Investments, an investment management company, released the “Parnassus Mid Cap Fund” third quarter 2024 investor letter.
Does Cloudflare (NET) Have a Long Runway For Growth?
Parnassus Investments, an investment management company, released the “Parnassus Mid Cap Fund” third quarter 2024 investor letter.
Here’s Why Parnassus Mid Cap Growth Fund Added Autodesk (ADSK) to its Portfolio
Parnassus Investments, an investment management company, released the “Parnassus Mid Cap Fund” third quarter 2024 investor letter.
Should You Invest in J.B. Hunt Transport Services (JBHT)?
Parnassus Investments, an investment management company, released the “Parnassus Mid Cap Fund” third quarter 2024 investor letter.
Parnassus Investments Mid Cap Fund’s Q3 2024 Investor Letter
Parnassus Investments, an investment management company, released the “Parnassus Mid Cap Fund” third quarter 2024 investor letter.
Here’s Why Methanex Corporation (MEOH) Slid in Q3
Chartwell Investment Partners, LLC, an affiliate of Carillon Tower Advisers, Inc., released the “Carillon Chartwell Small Cap Value Fund” third quarter 2024 investor letter...
Matador Resources Company (MTDR) Fell in Q3 Despite Solid Performance
Chartwell Investment Partners, LLC, an affiliate of Carillon Tower Advisers, Inc., released the “Carillon Chartwell Small Cap Value Fund” third quarter 2024 investor letter...
Plexus Corp. (PLXS) Benefitted From Efficiency Gains And Restructuring Actions
Chartwell Investment Partners, LLC, an affiliate of Carillon Tower Advisers, Inc., released the “Carillon Chartwell Small Cap Value Fund” third quarter 2024 investor letter...
Here’s Why Six Flags Entertainment Corporation (FUN) Declined in Q3
Chartwell Investment Partners, LLC, an affiliate of Carillon Tower Advisers, Inc., released the “Carillon Chartwell Small Cap Value Fund” third quarter 2024 investor letter...
CNX Resources Corporation (CNX) Benefitted From Falling Interest Rate
Chartwell Investment Partners, LLC, an affiliate of Carillon Tower Advisers, Inc., released the “Carillon Chartwell Small Cap Value Fund” third quarter 2024 investor letter...
Here’s Why Ichor Holdings, Ltd. (ICHR)’s Valuation Compressed Along With Peers
Chartwell Investment Partners, LLC, an affiliate of Carillon Tower Advisers, Inc., released the “Carillon Chartwell Small Cap Value Fund” third quarter 2024 investor letter...
Cinemark Holdings (CNK) Rose On Better-Than-Expected Summer Box Office Performance
Chartwell Investment Partners, LLC, an affiliate of Carillon Tower Advisers, Inc., released the “Carillon Chartwell Small Cap Value Fund” third quarter 2024 investor letter...
Carillon Chartwell Small Cap Value Fund’s Q3 2024 Investor Letter
Chartwell Investment Partners, LLC, an affiliate of Carillon Tower Advisers, Inc., released the “Carillon Chartwell Small Cap Value Fund” third quarter 2024 investor letter...
Diamondback Energy (FANG) Slid On Lower Energy Prices
Chartwell Investment Partners, LLC, an affiliate of Carillon Tower Advisers, Inc., released the “Carillon Chartwell Mid Cap Value Fund” third quarter 2024 investor letter...
Dollar Tree (DLTR) Slid as Results Fell Short Of Expectations
Chartwell Investment Partners, LLC, an affiliate of Carillon Tower Advisers, Inc., released the “Carillon Chartwell Mid Cap Value Fund” third quarter 2024 investor letter...
Avantor(AVTR) Surged On Better Organic Growth And Improving Fundamentals
Chartwell Investment Partners, LLC, an affiliate of Carillon Tower Advisers, Inc., released the “Carillon Chartwell Mid Cap Value Fund” third quarter 2024 investor letter...
Regal Rexnord Corporation (RRX) Rose On Investors’ Positive Reaction
Chartwell Investment Partners, LLC, an affiliate of Carillon Tower Advisers, Inc., released the “Carillon Chartwell Mid Cap Value Fund” third quarter 2024 investor letter...
