Tag: investor letter
Bristlemoon Global Fund’s Thesis on ASML (ASML) is Paying Off
Bristlemoon Capital, a global equities firm, released its “Bristlemoon Global Fund” fourth-quarter 2025 investor letter. A...
What Gives Alphabet (GOOG) a Rare “Beat and Raise” Narrative?
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy”...
Alphabet (GOOGL) Delivered Solid Performance in the Quarter
Bristlemoon Capital, a global equities firm, released its “Bristlemoon Global Fund” fourth-quarter 2025 investor letter. A...
Alphabet (GOOG): Tapasya Fund’s Top Performer
Tapasya Fund, an investment management company, released its fourth quarter 2025 investor letter. A copy of...
Here’s How Sprott Physical Silver (PSLV) Reacted to Fiscal and Monetary Policies
Palm Valley Capital Management, an investment management firm, has released the “Palm Valley Capital Fund” fourth-quarter...
ClearBridge Large Cap Growth Strategy Views on Alphabet (GOOG)
ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” fourth-quarter 2025 investor...
Here’s Why ClearBridge Large Cap Growth Strategy Chose Chipotle Mexican Grill (CMG)
ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” fourth-quarter 2025 investor...
Here’s What Lifted Oracle (ORCL) in Q3
Impax Asset Management, an investment management company, released its “Impax US Sustainable Economy Fund” third-quarter 2025...
TimesSquare Capital U.S. Small Cap Growth Strategy’s Stand on ACV Auctions (ACVA)
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” third-quarter...
Here’s why Alphabet (GOOG) is on the Detractors’ list of Impax US Sustainable Economy Fund
Impax Asset Management, an investment management company, released its “Impax US Sustainable Economy Fund” third-quarter 2025...
Right Tail Capital’s Views on Alphabet (GOOG)
Right Tail Capital, an investment management company, released its fourth-quarter 2025 investor letter. A copy of...
Here’s Why SGA Global Growth Strategy Acquired a Position in Alibaba (BABA)
Sustainable Growth Advisers (SGA), an investment management company, released its third-quarter investor letter for its “Global Growth...