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Revolve Group (RVLV) Delivered Better than Expected Results in Q1

Polen Capital, an investment management company, released its “Polen U.S. SMID Company Growth Strategy” first-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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Masonite International Corporation (DOOR) Rose 55% in Q1

The London Company, an investment management company, released “The London Company Small Cap Strategy” first quarter 2024 investor letter. A copy of the letter can be downloaded here. In the quarter, the fund gained 8.3% (8.2%, net) compared to a 5.2% increase in the Russell 2000 Index. Stock selection led the portfolio to outperform in […]

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What Makes White Mountains Insurance (WMT) a Long-Term Hold?

Investment management company Cove Street Capital recently released its “Small Cap Value Fund” first quarter 2024 investor letter. A copy of the same can be downloaded here.

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Reasons for the Outperformance of Armstrong World Industries (AWI)

SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun SMID Cap Strategy” fourth quarter 2023 investor letter. A copy of the same can be downloaded here. In the fourth quarter, the strategy returned 8.15% on a gross basis (7.95% net) compared to a 13.35% return for the Russell 2500 Index and 13.76% for the […]

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Why Armstrong World Industries (AWI) is doing so well

Why Armstrong World Industries (AWI) is doing so well
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