Multiple Factors Lifted AppLovin (APP) in Q3
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” third-quarter 2025 investor letter. A copy of the letter […]
investor letter
Long Leaf Partners Fund’s Updates on PotlatchDeltic (PCH)
Longleaf Partners, managed by Southeastern Asset Management, released its “Partners Fund” third-quarter 2025 investor letter. The letter can be downloaded here.
Here’s What Positions Lattice Semiconductor Corporation (LSCC) for Strong Growth
Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” third-quarter 2025 investor letter. A copy of the
Waste Connections (WCN) Fell 9% in Q2
Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that released its second quarter 2025
Here’s Why Axalta Coating Systems Ltd. (AXTA) Traded Down in Q2
Artisan Partners, an investment management company, released its “Artisan Select Equity Fund” second-quarter 2025 investor letter. A copy of the
Fiserv (FI) Slid on Slower Growth in Its Merchant Acceptance Segment
Renaissance Investment Management, an investment management company, released its Q2 2025 “Large Cap Growth Strategy” investor letter. A copy of
Hayden Capital’s Review on SmartRent (SMRT)
Hayden Capital, an investment management firm, released its second-quarter 2025 investment letter. A copy of the letter can be downloaded
Polen Focus Growth Strategy Decided to Exit Its Position in UnitedHealth Group (UNH)
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” second quarter 2025 investor letter. A copy of
Here’s Why Gartner’s (IT) Shares Slipped in Q1
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first quarter 2025 investor letter. A
Rise in Gold Prices Lifted Alamos Gold (AGI) in Q1
Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” first quarter 2025 investor letter. A copy