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Kovitz Investment: Jacobs (J) s Current Share Price Offers High Probability of Meaningful Returns

Kovitz Investment Group Partners, an investment management firm, published its "Kovitz Core Equity" first-quarter 2022 investor letter – a copy of which can be downloaded here.

Rowan Street Capital on Trade Desk (TTD): We Intend to Hold On to Every Share We Own

Rowan Street Capital LLC, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be seen here.

Is Expensify (EXFY) A Smart Long-Term Buy?

Baron Funds, an asset management firm, published its “Baron FinTech Fund” fourth quarter 2021 investor letter – a copy of which can be downloaded here.

Here s Why Polen Capital Remains Positive on the Long-Term Prospects of Paycom (PAYC)

Polen Capital, an investment management firm, published its “Polen Global SMID Company Growth” third quarter 2021 investor letter – a copy of which can be downloaded here.

Is Karooooo (KARO) A Great Investment Choice?

Polen Capital, an investment management firm, published its “Polen Global Emerging Markets Growth” fourth quarter 2021 investor letter – a copy of which can be downloaded here.

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