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Toll Brothers (TOL) Continued to Grow in the First Quarter

Baron Funds, an investment management company, released its “Baron Real Estate Fund” first quarter 2024 investor letter. A copy of the same can be downloaded here. The fund had a strong performance in the quarter and generated a gain of 8.28% (Institutional Shares). The Fund beat both the MSCI US REIT Index (the REIT Index), […]

Baron Partners Fund: The Charles Schwab Corporation s (SCHW) Organic Growth has Continued

Baron Funds, an investment management company, released its “Baron Partners Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here. The fund was up 8.39% (institutional Shares) in the fourth quarter, trailing the Fund’s primary benchmark, the Russell Midcap Growth Index’s 14.55%, and the S&P 500 Index’s 11.69% returns. The Morningstar […]

Royce Investment Partners: Royce Pennsylvania Mutual Fund--Sailing on Our Small-Cap Flagship

Cullen/Frost s (CFR) Underperformance was Driven by Margin Pressures

Mairs & Power, an investment advisor, released the “Mairs & Power Small Cap Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here. The Mairs & Power Small Cap Fund was up 11.04% in 2023 compared to the S&P Small Cap 600 TR benchmark’s 16.05% return, and the Morningstar U.S. Fund […]

Here s Why Jamf (JAMF) Declined in 2023

Mairs & Power, an investment advisor, released the “Mairs & Power Small Cap Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here. The Mairs & Power Small Cap Fund was up 11.04% in 2023 compared to the S&P Small Cap 600 TR benchmark’s 16.05% return, and the Morningstar U.S. Fund […]

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