Tag: investor letter
Should You Hold DexCom (DXCM) for the Long Term?
Next Century Growth Investors, LLC, an investment Management Company, released its “SMID Cap Growth Strategy” fourth-quarter investor letter. A copy of the same can...
L1 Capital International Fund Divested Analog Devices (ADI) on Valuation Considerations
L1 Capital, an investment management firm, released its “L1 Capital International Fund” fourth quarter 2023 investor letter, a copy of the same can be downloaded...
Reasons to Invest in argenx (ARGX)
ClearBridge Investments, an investment management firm, released its fourth-quarter 2023 “Mid Cap Strategy” investor letter, which can be downloaded here. As a late-year rally was...
Here’s Why Insulet (PODD) Detracted in Q4
ClearBridge Investments, an investment management firm, released its fourth-quarter 2023 “ClearBridge Aggressive Growth Strategy” investor letter, which can be downloaded here. The strategy outperformed its...
Will Five Point Holdings, LLC (FPH) Benefit from the Exchange Offer?
Third Avenue Management, an investment management company based in New York City, released its “Third Avenue Real Estate Value Fund” fourth quarter 2023 investor...
Should You Add Granite Construction (GVA) to Your Portfolio?
Wasatch Global Investors, an asset management company, released its “Wasatch Micro Cap Value Strategy” fourth-quarter 2023 investor letter. A copy of the same can...
What Makes Perella Weinberg Partners (PWP) a Good Addition to Your...
Wasatch Global Investors, an asset management company, released its “Wasatch Micro Cap Value Strategy” fourth-quarter 2023 investor letter. A copy of the same can...
Reasons for the Outperformance of Charles Schwab Corporation (SCHW)
Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” fourth-quarter 2023 investor letter. A copy of the same can be downloaded here. Towards...
What Makes Ferroglobe PLC (GSM) a Good Addition to Your Portfolio?
Investment management company Ave Maria recently released its “Ave Maria Focused Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded...
What Makes Smartsheet (SMAR) an Attractive Investment Opportunity?
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded...