Best Buy's (BBY) Turnaround Gains Steam As Leadership Changes Hands
Best Buy (NYSE:BBY) delivered a quarter that turns skeptics into second-guessers.
Josh Brown Says 'Take a Break From AI CapEx World,' Highlights His 2 Top Healthcare Stock Picks
In a recent interview on CNBC's Halftime Report, Josh Brown, CEO of Ritholtz Wealth Management, highlighted Incyte (NASDAQ: INCY) and Biogen (NASDAQ: BIIB) as two of his "Best Stocks in the Market." Brown...
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Malibu Boats (MBUU) Rides A Saxdor Wave Into A Choppier Market
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Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
The Gabelli International Small Cap Fund's Q2 2026 Investor Letter
Gabelli Investment Management Firm recently released its "International Small Cap Fund” second-quarter 2026 investor letter.
The Gabelli Equity Income Fund's Q2 2026 Investor Letter
Gabelli Investment Management Firm recently released its “Equity Income Fund” second-quarter 2026 investor letter. The Fund highlighted a strong rebound in U.S.
The Gabelli ABC Fund's Q2 2026 Investor Letter
Gabelli Investment Management Firm recently released its "ABC Fund” second-quarter 2026 investor letter.
Digi International (DGII) Surged on AI and Automation Demand
Riverwater Partners, an investment management company, released its ‘Small Cap Strategy’ Q2 2026 investor letter. The letter can be downloaded here.
Riverwater Partners Bought Middleby (MIDD) Ahead of Its Business Separation Catalyst
RRiverwater Partners, an investment management company, released its ‘Small Cap Strategy’ Q2 2026 investor letter. The letter can be downloaded here.
PDF Solutions (PDFS): A Semiconductor Software Winner Returned 52% in Q2
Riverwater Partners, an investment management company, released its ‘Small Cap Strategy’ Q2 2026 investor letter. The letter can be downloaded here.
Riverwater Partners Small Cap Strategy’s Q2 2026 Investor Letter
Riverwater Partners, an investment management company, released its ‘Small Cap Strategy’ Q2 2026 investor letter.
Scale and Longevity of Earnings Inflection Create Compelling Entry Point in Analog Devices (ADI)
MD Sass, a boutique asset management firm, published its second-quarter investor update for its flagship, the "MD Sass Concentrated Value Strategy." The letter can be downloaded here.
Hyve Solutions: The Hidden Growth Engine of TD SYNNEX (SNX)
MD Sass, a boutique asset management firm, published its second-quarter investor update for its flagship, the "MD Sass Concentrated Value Strategy." The letter can be downloaded here.
How Flowserve is Positioned for Long-Term Success in the Nuclear Market
MD Sass, a boutique asset management firm, published its second-quarter investor update for its flagship, the "MD Sass Concentrated Value Strategy." The letter can be downloaded here.
Knight-Swift Transportation (KNX) is Positioned to Leverage Evolving Freight Market
MD Sass, a boutique asset management firm, published its second-quarter investor update for its flagship, the "MD Sass Concentrated Value Strategy." The letter can be downloaded here.
Growth Trajectory and Attractive Valuations Support Henry Schein’s (HSIC) Bullish Thesis
MD Sass, a boutique asset management firm, published its second-quarter investor update for its flagship, the "MD Sass Concentrated Value Strategy." The letter can be downloaded here.
MD Sass Concentrated Value Strategy Exits Intercontinental Exchange (ICE) on Thesis Gap
MD Sass, a boutique asset management firm, published its second-quarter investor update for its flagship, the "MD Sass Concentrated Value Strategy." The letter can be downloaded here.
Micron Technology (MU) Gains Driven by Earnings Upgrades
MD Sass, a boutique asset management firm, published its second-quarter investor update for its flagship, the "MD Sass Concentrated Value Strategy." The letter can be downloaded here.
From Decline to Momentum: Primo Brands’ (PRMB) Impressive Q2 Comeback
MD Sass, a boutique asset management firm, published its second-quarter investor update for its flagship, the "MD Sass Concentrated Value Strategy." The letter can be downloaded here.
MD Sass Concentrated Value Strategy’s Q2 2026 Investor Letter
MD Sass, a boutique asset management firm, published its second-quarter investor update for its flagship, the "MD Sass Concentrated Value Strategy." In the first half of 2026, AI infrastructure stocks...
Examining Charter Communications’ (CHTR) Roiling Waters and Hidden Opportunities
Brennan Asset Management recently released its Q2 2026 investor letter. The letter can be downloaded here.
The Oligopoly Advantage: Millicom’s (TIGO) Position in the Telecom Landscape
Brennan Asset Management recently released its Q2 2026 investor letter. The letter can be downloaded here.
Garrett Motion’s (GTX) Vision: Shaping the Future of Sustainable Mobility
Brennan Asset Management recently released its Q2 2026 investor letter. The letter can be downloaded here.
Brennan Asset Management’s Q2 2026 Investor Letter
Brennan Asset Management recently released its Q2 2026 investor letter.
What Makes Dominion Energy (D) an Attractive Bet?
Hennessy Fund’s Q2 2026 investor letter for the Hennessy Equity and Income Fund. The letter can be downloaded here.
Martin Marietta Materials (MLM) Stock Pulls Back on Expectations, Fundamentals Intact
Hennessy Fund’s Q2 2026 investor letter for the Hennessy Equity and Income Fund. The letter can be downloaded here.
Entegris (ENTG) Surged on Increased Demand
Hennessy Fund’s Q2 2026 investor letter for the Hennessy Equity and Income Fund. The letter can be downloaded here.
Hennessy Equity and Income Fund’s Q2 2026 Investor Letter
Hennessy Fund’s Q2 2026 investor letter for the Hennessy Equity and Income Fund.
Tyler Technologies (TYL) Boosts 2030 Financial Goals After Successful Cloud Transition
Andvari Associates, an investment management firm, released its first-quarter 2025 investor letter. The letter can be downloaded here.
Mobility Global (MBGL): A Promising New Player in the Automotive Sector
Andvari Associates, an investment management firm, released its first-quarter 2025 investor letter. The letter can be downloaded here.
S&P Global's (SPGI) Remaining Divisions Showcase Strong Profitability Post Spin-Out
Andvari Associates, an investment management firm, released its first-quarter 2025 investor letter. The letter can be downloaded here.
Nvidia's (NVDA) Investment in OpenAI Highlights Circular Financing Concerns
Andvari Associates, an investment management firm, released its first-quarter 2025 investor letter. The letter can be downloaded here.
Jim Cramer Called Moderna Inc. (NASDAQ:MRNA) & Merck's Trial Results Encouraging
August has been a great month for the shares of Merck & Co., Inc. (NYSE:MRK) and Moderna Inc. (NASDAQ:MRNA), to say the least.
Miniso (MNSO) Booming Membership Growth Collides With A Struggling Global Expansion
On August 28, Miniso Group Holding Limited (NYSE:MNSO) held its interim earnings call, and the numbers told two very different stories under one roof.
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