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Here s Why KKR & Co (KKR) Outperformed in Q1

Alphyn Capital Management, an investment management firm, released its first-quarter 2024 investor letter. A copy of the letter can be downloaded here. The Master Account of the fund returned 7.1% net in the first quarter compared to 10.6% for the S&P500 Index. As of March 31, 2024, the top ten holdings accounted for approximately 66% of […]

Here s Why argenx SE (ARGX) Pulled Back 23% in Q4

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

Aptiv PLC (APTV) Fell After Reporting Mixed Q3 Results

TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” fourth-quarter investor letter. A copy of the same can be downloaded here. In the fourth quarter, the strategy underperformed the Russell Midcap Growth Index and returned 13.66% (gross) and 13.44% (net) while the index return was – 14.55%. In addition, please […]

ClearBridge Mid Cap Strategy Q4 2023 Portfolio Manager Commentary

ClearBridge Mid Cap Strategy Q4 2023 Portfolio Manager Commentary
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