Tag: investor letter
Better-Than-Expected Trends Lifted Alphabet (GOOG) in Q3
Brown Advisory, an investment management company, released its “Brown Advisory Large-Cap Growth Strategy” third-quarter 2025 investor...
The Honest Company (HNST) Fell Due to Cautious Guidance
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” third-quarter 2025 investor letter. A...
Favorable Market Outlook Lifted Planet Labs, PBC (PL) in Q3
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” third-quarter 2025 investor letter. A...
Alphabet (GOOGL) is a Winner — Not A Laggard — When It Comes To AI
Heartland Advisors, an investment management company, released its third-quarter 2025 investor letter for its “Heartland Opportunistic...
Is CarMax (KMX) Facing Cyclical Weakness?
Ariel Investments, an investment management company, released its “Ariel Mid Cap Value Strategy” third-quarter 2025 investor...
Here’s What Boosted TAT Technologies (TATT) in Q3
Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q3 2025 investor...
Atlassian (TEAM) Fell Amid Concerns Over AI Dominance
Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q3 2025 investor...
Oracle Corporation (ORCL) Cloud Infrastructure’s Role in Shaping the AI Landscape
Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q3 2025 investor...
Reasons Behind Sands Capital Select Growth Strategy’s New Pick Alphabet (GOOG)
Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q3 2025 investor...
Sands Capital Select Growth Strategy’s Top Absolute Individual Contributor: NVIDIA Corporation (NVDA)
Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q3 2025 investor...
Here’s Why Alphabet (GOOG) Offers a Compelling Reward-To-Risk Opportunity
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the third...
Alphabet (GOOG) Surged Following the Positive Sentiment for the US Technology Sector
Antipodes Partners recently published its “Antipodes Global Value Strategy” third-quarter 2025 investor letter, highlighting the key...