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 […]
investor letter
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
Vertex (VERX) Stock Corrected in Q1
Conestoga Capital Advisors, an asset management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded
HEICO Corporation (HEI) Surged after Reporting Strong Q1 Results
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” first quarter 2025 investor letter. A copy of
River Road Small Cap Value Fund’s Largest Q4 Contributor
River Road Asset Management, an investment management company released its “River Road Small Cap Value Fund” Q4 2024 investor letter.