Hedge Fund Investor Letters Q1 2025
We will be sharing Q1 2025 hedge fund investor letters in this article.
Hedge Fund Investor Letters
Polen Capital Sold Topgolf Callaway Brands Corp. (MODG) as it Became Less Compelling
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” first-quarter 2025 investor letter.
Polen Capital Eliminated YETI Holdings (YETI) Due to Ongoing Challenges
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” first-quarter 2025 investor letter.
What Makes Bio-Techne Corporation (TECH) a Compelling Addition?
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” first-quarter 2025 investor letter.
e.l.f. Beauty (ELF) Sold Off Due to the Potential Impact of the Tariffs
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” first-quarter 2025 investor letter.
Should You Consider Selling Fox Factory Holding Corp. (FOXF)?
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” first-quarter 2025 investor letter.
Here’s Why Globant (GLOB) Traded Down in Q1
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” first-quarter 2025 investor letter.
Revolve Group (RVLV) Gave Back Its Gains in Q1
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” first-quarter 2025 investor letter.
Does Dutch Bros (BROS) Have a Long-Term Potential For a High-Growth Business?
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” first-quarter 2025 investor letter.
Does ExlService Holdings (EXLS) Have a Long Runway for Growth?
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” first-quarter 2025 investor letter.
Polen Capital U.S. Small Company Growth Strategy’s Q1 2025 Investor Letter
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” first-quarter 2025 investor letter.
Consistent Performance and Better Than Expected Results Lifted Republic Services (RSG) in Q1
The London Company, an investment management company, released “The London Company Large Cap Strategy” first quarter 2025 investor letter.
FedEx Corporation (FDX) Slid on Underwhelming Segment Result
The London Company, an investment management company, released “The London Company Large Cap Strategy” first quarter 2025 investor letter.
What Makes Alphabet (GOOG) in The Detractors’ List of The London Company Large Cap Strategy?
The London Company, an investment management company, released “The London Company Large Cap Strategy” first quarter 2025 investor letter.
What Makes Berkshire Hathaway (BRK-B) a Better Investment?
The London Company, an investment management company, released “The London Company Large Cap Strategy” first quarter 2025 investor letter.
The London Company Large Cap Strategy Exited The Home Depot (HD) in Q1
The London Company, an investment management company, released “The London Company Large Cap Strategy” first quarter 2025 investor letter.
The London Company Large Cap Strategy Increased its Stake in Old Dominion Freight Line (ODFL) on a Dip
The London Company, an investment management company, released “The London Company Large Cap Strategy” first quarter 2025 investor letter.
Should You Remain Confident in The Progressive Corporation (PGR)?
The London Company, an investment management company, released “The London Company Large Cap Strategy” first quarter 2025 investor letter.
The London Company Large Cap Strategy’s Q1 2025 Investor Letter
The London Company, an investment management company, released “The London Company Large Cap Strategy” first quarter 2025 investor letter.
Should You Invest in Entegris (ENTG)?
The London Company, an investment management company, released “The London Company Mid Cap Strategy” first quarter 2025 investor letter.
What Makes Ally Financial (ALLY) an Attractive Investment?
The London Company, an investment management company, released “The London Company Mid Cap Strategy” first quarter 2025 investor letter.
Will AerCap Holdings N.V. (AER) Be Able to Sustain Its Performance?
The London Company, an investment management company, released “The London Company Mid Cap Strategy” first quarter 2025 investor letter.
Crown Castle (CCI) Rose after Announcing Results
The London Company, an investment management company, released “The London Company Mid Cap Strategy” first quarter 2025 investor letter.
Here’s Why Skyworks Solutions (SWKS) Slid in Q1
The London Company, an investment management company, released “The London Company Mid Cap Strategy” first quarter 2025 investor letter.
Should You Consider Adding Ingevity Corporation (NGVT) to Your Portfolio?
The London Company, an investment management company, released “The London Company Small Cap Strategy” first quarter 2025 investor letter.
Otis Worldwide Corporation (OTIS) Surged Due to Its Low Exposure to Tariff
The London Company, an investment management company, released “The London Company Mid Cap Strategy” first quarter 2025 investor letter.
Bruker Corporation (BRKR) Declined Amid NIH Funding and Tariff Uncertainty
The London Company, an investment management company, released “The London Company Mid Cap Strategy” first quarter 2025 investor letter.
The London Company Mid Cap Strategy’s Q1 2025 Investor Letter
The London Company, an investment management company, released “The London Company Mid Cap Strategy” first quarter 2025 investor letter.
The London Company Small Cap Strategy Exited its Position in Cannae Holdings (CNNE)
The London Company, an investment management company, released “The London Company Small Cap Strategy” first quarter 2025 investor letter.
Should You Hold Moelis & Company (MC)?
The London Company, an investment management company, released “The London Company Small Cap Strategy” first quarter 2025 investor letter.
Here’s What Pressured Revolve Group (RVLV)
The London Company, an investment management company, released “The London Company Small Cap Strategy” first quarter 2025 investor letter.
Should You Be Optimistic on DoubleVerify Holdings’ (DV) Growth?
The London Company, an investment management company, released “The London Company Small Cap Strategy” first quarter 2025 investor letter.
Does UniFirst Corporation (UNF) Have High Margin Growth Potential?
The London Company, an investment management company, released “The London Company Small Cap Strategy” first quarter 2025 investor letter.
Here’s Why Somnigroup International (SGI) Rose in Q1
The London Company, an investment management company, released “The London Company Small Cap Strategy” first quarter 2025 investor letter.
What Makes Atkore (ATKR) a Compelling Investment?
The London Company, an investment management company, released “The London Company Small Cap Strategy” first quarter 2025 investor letter.
Strong Quarterly Results and Outlook Lifted The Hanover Insurance Group (THG) in Q1
The London Company, an investment management company, released “The London Company Small Cap Strategy” first quarter 2025 investor letter.
What Gives Resilience to ACI Worldwide (ACIW) in the Down Market?
The London Company, an investment management company, released “The London Company Small Cap Strategy” first quarter 2025 investor letter.
The London Company Small Cap Strategy’s Q1 2025 Investor Letter
The London Company, an investment management company, released “The London Company Small Cap Strategy” first quarter 2025 investor letter. U.S.
What Makes Atlassian Corporation Plc (TEAM) an Investment Bet?
Baron Funds, an investment management company, released its “Baron Technology Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Should You Consider Increasing Your Holdings in The Trade Desk (TTD)?
Baron Funds, an investment management company, released its “Baron Technology Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
CoStar Group (CSGP) Rose on Increased Productivity
Baron Funds, an investment management company, released its “Baron Technology Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Broadcom (AVGO) A Leader in Critical Technology Markets?
Baron Funds, an investment management company, released its “Baron Technology Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
AI-Related Demand Lifted GDS Holdings Limited (GDS) in Q1
Baron Funds, an investment management company, released its “Baron Technology Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Amazon.com (AMZN) Slid on Concerns around Tariffs and U.S.–China Trade Tensions
Baron Funds, an investment management company, released its “Baron Technology Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why NVIDIA Corporation (NVDA) Fell in Q1
Baron Funds, an investment management company, released its “Baron Technology Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Baron Technology Fund’s Q1 2025 Investor Letter
Baron Funds, an investment management company, released its “Baron Technology Fund” first quarter 2025 investor letter.
Here’s Why Regal Rexnord Corporation (RRX) Fell in Q1
Diamond Hill Capital, an investment management company, released its “Large Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s What Dragged Lululemon Athletica (LULU) in Q1
Diamond Hill Capital, an investment management company, released its “Large Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Diamond Hill Capital Large Cap Fund Added Capital One Financial Corporation (COF) to its Portfolio
Diamond Hill Capital, an investment management company, released its “Large Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes General Mills (GIS) A Better Opportunity?
Diamond Hill Capital, an investment management company, released its “Large Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
