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Strong Quarterly Results and Guidance Pushed Wingstop (WING) in Q1

Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” first quarter 2024 investor letter. A copy of the letter can be downloaded here.

Super Micro Computer, Inc (SMCI) Experienced an AI-Driven Uptick In Demand

Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” first quarter 2024 investor letter. A copy of the letter can be downloaded here.

Artisan Partners Small Cap Fund Trimmed Wingstop (WING) Based on Valuation Discipline

Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” first quarter 2024 investor letter. A copy of the letter can be downloaded here. Equity markets surged at the beginning of 2024 in anticipation of the US economy entering a “goldilocks” scenario – a soft landing combined with decreasing inflation, potentially leading to […]

Globant S A (GLOB) Fell on Financial Guidance Below Expectations

Baron Funds, an investment management company, released its “Baron FinTech Fund” first quarter 2024 investor letter. A copy of the letter can be downloaded here.

Should You Be Optimistic about Wingstop (WING) s Long-Term Opportunity?

Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” first-quarter 2024 investor letter. A copy of the letter can be downloaded here. In the first quarter, the fund delivered 1.42% gross and 1.11% net of fees compared to a 7.58% return for the Russell 2000 Growth Index and a 4.77% […]

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