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Tag: investor letter

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…

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

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

Employment, Industry Pricing, And Costing Challenges Hit Cintas Corp (CTAS) in Q3

December 15, 2025December 15, 2025 · Business

TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In…

Read more Employment, Industry Pricing, And Costing Challenges Hit Cintas Corp (CTAS) in Q3

MACOM Technology Solutions (MTSI) Fell Despite Reporting Strong Results

November 3, 2025November 3, 2025 · Business

Aristotle Capital Boston, LLC, an investment advisor, released its “Small/Mid Cap Equity Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S. small/mid-cap…

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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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