Hedge Fund Investor Letters Q2 2025
We will be sharing Q2 2025 hedge fund investor letters in this article.
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Howmet Aerospace (HWM) Benefited From Demand And Extended Backlogs For New Aircraft
Macquarie Asset Management, an investment management company, released its “Macquarie Core Equity Fund” investor letter for the second quarter of 2025. A copy of the letter can be downloaded here...
Macquarie Core Equity Fund’s Q2 2025 Investor Letter
Macquarie Asset Management, an investment management company, released its “Macquarie Core Equity Fund” investor letter for the second quarter of 2025.
Hain Celestial Group (HAIN) Detracted in Q2. Here’s Why
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Madison Small Cap Fund Sold Hillman Solutions Corp. (HLMN) for Better Opportunities
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Is The Hanover Insurance Group (THG) a High-Quality P&C Company?
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Madison Small Cap Fund Trimmed LegalZoom.com (LZ) in Q2
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Should You Be Excited About Shake Shack’s (SHAK) Long-Term Prospects?
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Advanced Drainage Systems (WMS) a Lucrative Investment?
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Madison Small Cap Fund: Cogent Communications (CCOI) is Experiencing Early Growing Pains
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Madison Small Cap Fund’s Q2 2025 Investor Letter
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” second-quarter 2025 investor letter. The second quarter started as a continuation of the first quarter.
AppLovin Corporation (APP) Delivered Exceptional Results in Q2
ClearBridge Investments, an investment management company, released its “ClearBridge Select Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.
Insulet Corporation (PODD) Benefited from Omnipod Sales
ClearBridge Investments, an investment management company, released its “ClearBridge Select Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.
What Makes Penumbra (PEN) a Good Investment?
ClearBridge Investments, an investment management company, released its “ClearBridge Select Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.
Is Qorvo (QRVO) an Evolving Opportunity?
ClearBridge Investments, an investment management company, released its “ClearBridge Select Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.
What Makes Lattice Semiconductor Corporation (LSCC) an Investment Bet?
ClearBridge Investments, an investment management company, released its “ClearBridge Select Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.
ServiceNow (NOW): A Leader in the Monetization of Generative AI
ClearBridge Investments, an investment management company, released its “ClearBridge Select Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.
Strong Performance Lifted Caris Life Sciences (CAI) in Q2
ClearBridge Investments, an investment management company, released its “ClearBridge Select Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.
What Makes Verisk Analytics (VRSK) a Must-Have For Major Insurance Companies?
ClearBridge Investments, an investment management company, released its “ClearBridge Select Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.
Comfort Systems USA (FIX) Continued to Benefit from Increasing Focus on AI
ClearBridge Investments, an investment management company, released its “ClearBridge Select Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.
Here’s Why Vertiv Holdings Co (VRT) Rose in Q2
ClearBridge Investments, an investment management company, released its “ClearBridge Select Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.
HealthEquity (HQY) Rose as its Results Surpassed Expectations
ClearBridge Investments, an investment management company, released its “ClearBridge Select Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.
ClearBridge Investments Select Strategy’s Q2 2025 Investor Letter
ClearBridge Investments, an investment management company, released its “ClearBridge Select Strategy” second-quarter 2025 investor letter. U.S. equities strongly rebounded in the second quarter.
QuantaSing Group Ltd (NASDAQ:QSG) Q4 2025 Earnings Call Transcript
Operator: Good morning and good evening, ladies and gentlemen. Thank you for standing by, and welcome to the QuantaSing's Earnings Conference Call.
General Mills, Inc. (NYSE:GIS) Q1 2026 Earnings Call Transcript
Operator: Good morning, and welcome to General Mills' First Quarter Fiscal 2026 Earnings Conference Call. [Operator Instructions] As a reminder, this conference call is being recorded.
Innate Pharma S.A. (NASDAQ:IPHA) Q2 2025 Earnings Call Transcript
Operator: Thank you for standing by, and welcome to the Innate Pharma First Half 2025 Business Update and Financial Results Conference Call. [Operator Instructions].
Flux Power Holdings, Inc. (NASDAQ:FLUX) Q4 2025 Earnings Call Transcript
Operator: Good afternoon, and welcome to the Flux Power Fourth Quarter and Fiscal Year 2025 Earnings Conference Call. [Operator Instructions] Please note, this event is being recorded.
Evolution Petroleum Corporation (AMEX:EPM) Q4 2025 Earnings Call Transcript
Operator: Good morning, and welcome to the Evolution Petroleum Fourth Quarter and Fiscal Year 2025 Earnings Conference Call. [Operator Instructions] Please also note, today's event is being recorded.
Champions Oncology, Inc. (NASDAQ:CSBR) Q1 2026 Earnings Call Transcript
Operator: Greetings. Welcome to the Champions Oncology First Quarter Fiscal Year 2026 Earnings Call. [Operator Instructions] Please note, this conference is being recorded.
Dave & Buster's Entertainment, Inc. (NASDAQ:PLAY) Q2 2025 Earnings Call Transcript
Dave & Buster's Entertainment, Inc. (NASDAQ:PLAY) Q2 2025 Earnings Call Transcript September 15, 2025Dave & Buster's Entertainment, Inc. misses on earnings expectations.
Huize Holding Limited (NASDAQ:HUIZ) Q2 2025 Earnings Call Transcript
Operator: Ladies and gentlemen, thank you for standing by, and welcome to Huize's Second Quarter 2025 Earnings Conference Call.
Jim Cramer Thinks NIKE, Inc. (NKE)'s "Not Stopping At A Hundred"
Recently, Cramer got rather sentimental about NIKE, Inc. (NYSE:NKE). In his detailed assessment of the firm on September 10th, the CNBC TV host shifted his tone about the firm.
Eaton Corporation (ETN): Analysts Call It a “Secular Winner” Amid AI Boom
Eaton Corporation plc (NYSE:ETN) is one of the AI Stocks You Should Not Ignore. On September 15, Melius upgraded the stock to “Buy” from Neutral with a price target of $495.
MongoDB (MDB) Added to Wedbush Best Ideas List as AI Use Cases Expand
MongoDB, Inc. (NASDAQ:MDB) is one of the AI Stocks You Should Not Ignore. On September 15, Wedbush reiterated the stock as “Outperform” and raised the firm’s price target to $400 from $300.
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