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Tag: investment management company

Artisan Mid Cap Fund Maintains Its Confidence in Argenx’s (ARGX) VYVGART

February 24, 2026February 25, 2026 · Business

Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Mid Cap Fund”.  A copy of the letter can be downloaded here. The Fund…

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Bristol Gate US Equity Strategy: NVDA’s Demand Today is Broadcom’s (AVGO) Opportunity Tomorrow

December 31, 2025January 1, 2026 · Business

Bristol Gate Capital Partners, an investment management company, published its Q3 2025 investor letter for the “US Equity Strategy”. A copy of the letter can be downloaded here.…

Read more Bristol Gate US Equity Strategy: NVDA’s Demand Today is Broadcom’s (AVGO) Opportunity Tomorrow

Moody’s (MCO) Fell on Increasing Competition in the AI Sector

October 9, 2025October 9, 2025 · Business

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” third-quarter 2025 investor letter. A copy of the letter can be…

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Is Cellebrite (CLBT) Poised to Re-Accelerate in 2026?

August 28, 2025August 28, 2025 · Business

Voss Capital, LLC, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. Voss Capital’s funds, Voss Value Fund,…

Read more Is Cellebrite (CLBT) Poised to Re-Accelerate in 2026?
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