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Should You Hold Cognex Corp (CGNX)?

Wasatch Global Investors, an investment management firm, released its “Wasatch U.S. Select Fund” third quarter 2023 investor letter. A copy of the same can be downloaded here. Concerns about the impact of rising interest rates and the possibility of a recession caused stocks to decline in the third quarter. In this context, the fund’s Investor […]

Should You Hold Cognex Corp (CGNX)? - Insider Monkey

Wasatch Global Investors, an investment management firm, released its “Wasatch U.S. Select Fund” third quarter 2023 investor letter. A copy of the same can be downloaded here.

What Suggests Aspen Technology (AZPN) is a Good Investment Opportunity?

TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” third-quarter investor letter. A copy of the same can be downloaded here. In the third quarter, the strategy outperformed the Russell Midcap Growth Index and returned -4.11% (net) while the index return was -5.22%. The third quarter saw a decline in […]

Vertiv (VRT) Shares Rerated Strongly in Q3

ClearBridge Investments, an investment management company, released its “ClearBridge Select Strategy” third quarter 2023 investor letter. A copy of the same can be downloaded here.

Decline in Car Wash Volumes and Poor Weather Drove Driven Brands Holdings (DRVN)

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

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