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Hedge Fund Investor Letters Q4 2025
We will be sharing Q4 2025 hedge fund investor letters in this article.
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You may be concerned about the recent declines in AI stocks such as NVDA.
Should You Hold Lamb Weston Holdings (LW)?
Meridian Funds, managed by ArrowMark Partners, released its fourth-quarter 2025 investor letter for “Meridian Hedged Equity Fund”. A copy of the letter can be downloaded here. U.S.
Meridian Hedged Equity Fund Remains Confident in DraftKings' (DKNG) Earnings Outlook
Meridian Funds, managed by ArrowMark Partners, released its fourth-quarter 2025 investor letter for “Meridian Hedged Equity Fund”. A copy of the letter can be downloaded here. U.S.
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In a recent appearance on CNBC's Squawk on the Street, Jim Cramer discussed the NASDAQ's proposal for fast entry IPO rules to its index.
Meridian Hedged Equity Fund Maintains Confidence in Vistra Corp. (VST)
Meridian Funds, managed by ArrowMark Partners, released its fourth-quarter 2025 investor letter for “Meridian Hedged Equity Fund”. A copy of the letter can be downloaded here. U.S.
Here’s What Lifted Investor Sentiment for MGM Resorts International (MGM) in Q4
Meridian Funds, managed by ArrowMark Partners, released its fourth-quarter 2025 investor letter for “Meridian Hedged Equity Fund”. A copy of the letter can be downloaded here. U.S.
Danaher Corp. (DHR) Signaled Signs of a Stable Bioprocessing Segment
Meridian Funds, managed by ArrowMark Partners, released its fourth-quarter 2025 investor letter for “Meridian Hedged Equity Fund”. A copy of the letter can be downloaded here. U.S.
What Makes Clear Secure (YOU) an Innovative Disruptor?
Meridian Funds, managed by ArrowMark Partners, released its fourth-quarter 2025 investor letter for “Meridian Hedged Equity Fund”. A copy of the letter can be downloaded here. U.S.
Meridian Hedged Equity Fund’s Q4 2025 Investor Letter
Meridian Funds, managed by ArrowMark Partners, released its fourth-quarter 2025 investor letter for “Meridian Hedged Equity Fund”. U.S.
Softer Than Expected Booking Hurt Itron’s (ITRI) Shares in Q4
Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter for the “Carillon Eagle Small Cap Growth Fund”.
Diverse Growth Signals Lifted BrightSpring Health Services (BTSG) Higher
Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter for the “Carillon Eagle Small Cap Growth Fund”.
Bloom Energy Corporation (BE) Slid on Restrained AI Enthusiasm
Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter for the “Carillon Eagle Small Cap Growth Fund”.
Here’s Why Establishment Labs Holdings (ESTA) Soared in Q4
Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter for the “Carillon Eagle Small Cap Growth Fund”.
United Parks & Resorts (PRKS) Slid on Weak Results
Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter for the “Carillon Eagle Small Cap Growth Fund”.
What Makes Guardant Health (GH) a Good Healthcare Holding
Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter for the “Carillon Eagle Small Cap Growth Fund”.
Carillon Eagle Small Cap Growth Fund’s Q4 2025 Investor Letter
Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter for the “Carillon Eagle Small Cap Growth Fund”.
Here’s Robotti Value Investors’ Analysis on Tidewater’s (TDW) Momentum
Robotti Value Investors, a boutique asset manager focused on value, published its fourth-quarter 2025 investor letter. You can download a copy here.
Robotti Value Investors’ Q4 2025 Investor Letter
Robotti Value Investors, a boutique asset manager focused on value, published its fourth-quarter 2025 investor letter.
Here are Updates on Alcon’s (ALC) Compensation and Sustainability Matters
Sustainable Growth Advisers (SGA), an investment management company, released its fourth-quarter investor letter for its “Emerging Markets Growth Strategy.” A copy of the letter can be downloaded...
Yum China Holdings (YUMC) Has Made Significant Progress Recently in ESG Disclosure Requirements
Sustainable Growth Advisers (SGA), an investment management company, released its fourth-quarter investor letter for its “Emerging Markets Growth Strategy.” A copy of the letter can be downloaded...
Here’s the SGA Emerging Markets Growth Strategy’s Sustainability Report on Gartner (IT)
Sustainable Growth Advisers (SGA), an investment management company, released its fourth-quarter investor letter for its “Emerging Markets Growth Strategy.” A copy of the letter can be downloaded...
B. Riley Keeps a Buy Rating on IREN Limited (IREN)
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Is Block, Inc. (XYZ) among the Best Bitcoin and Blockchain Stocks to Invest in?
On February 4, 2026, Block, Inc.
Coinbase Global, Inc. (COIN) Reports Q4 Adjusted EPS of 66 cents Compared to the 86 cents Estimate
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Strong Year-Over-Year Revenue Growth, Supported Citigroup (C) in Q4
Sound Shore Management, an investment management firm, has released its investor letter for the fourth quarter of 2025. You can download a copy of the report here.
Cantor Fitzgerald Maintains an Overweight Rating on Riot Platforms, Inc. (RIOT)
Cantor Fitzgerald maintained its Overweight rating for the stock and boosted its price objective from $25 to $31 on January 16, 2026. The company noted Riot Platforms, Inc.
Here’s What Lifted Warner Bros. Discovery (WBD) in Q4
Sound Shore Management, an investment management firm, has released its investor letter for the fourth quarter of 2025. You can download a copy of the report here.
Flex Ltd (FLEX) Rose on Surging Data Center End-Markets
Sound Shore Management, an investment management firm, has released its investor letter for the fourth quarter of 2025. You can download a copy of the report here.
Cloudflare (NET) Builds Global Edge Platform to Capture Security and Performance Demand
Sands Capital Management, LLC's Technology Innovators Fund released its Q4 2025 investor letter for "Technology Innovators Fund". A copy of the letter can be downloaded here.
Carvana Co. (CVNA) Sustains Rapid Unit Growth as Lending Fears Ease
Sands Capital Management, LLC's Technology Innovators Fund released its Q4 2025 investor letter for "Technology Innovators Fund". A copy of the letter can be downloaded here.
Klaviyo (KVYO) Revenue Acceleration and International Momentum Highlight Platform Evolution
Sands Capital Management, LLC's Technology Innovators Fund released its Q4 2025 investor letter for "Technology Innovators Fund". A copy of the letter can be downloaded here.
Why Analysts are Watching New Loopholes in Online Gaming Markets
Today, the pace of the online gaming market is fast and noticeable. However, the rules do not match this level. This creates a gap where many business models find ways to fit around former standards.
Palo Alto Networks (PANW) Expands Cloud-Delivered Security Platform to Address Hybrid Complexity
Sands Capital Management, LLC's Technology Innovators Fund released its Q4 2025 investor letter for "Technology Innovators Fund". A copy of the letter can be downloaded here.
Quanta Services (PWR) Positioned to Benefit From Rising Power Infrastructure Investment
Sands Capital Management, LLC's Technology Innovators Fund released its Q4 2025 investor letter for "Technology Innovators Fund". A copy of the letter can be downloaded here.
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