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Here's Why the London Company SMID Cap Strategy Initiated a Position in Endava plc (DAVA)

The London Company, an investment management company, released “The London Company SMID Cap Strategy” fourth quarter 2023 investor letter. A copy of the same can be downloaded here. ....

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Here's What Made Giverny Capital Sell SS&C Technologies Holdings (SSNC)

Giverny Capital Asset Management, LLC, an investment management company, recently published its third-quarter 2023 investor letter. A copy of the same can be downloaded here. The firm’s model portfolio returned -3.01% (net) in the third quarter compared to -3.27% return for the S&P 500 Total Return Index. YTD, the fund returned 11.02% compared to the 13.07% […] ....

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Here's Why Vulcan Value Partners Exited Lam Research Corporation (LRCX)

Investment management company Vulcan Value Partners recently released its third quarter 2023 investor letter. A copy of the same can be downloaded here. The firm has five strategies, all delivering negative returns in the third quarter. The fund’s Large Cap Composite returned -4.2% net of fees and expenses, the Small Cap Composite returned -5.7% net, the Focus Composite […] ....

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Will Broadcom (AVGO) Benefit from Explosive Growth in Generative AI?

ClearBridge Investments, an investment management company, released its “ClearBridge Multi Cap Growth Strategy” second quarter 2023 investor letter. A copy of the same can be downloaded here. ....

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Here's Why Artisan Partners Global Discovery Fund Trimmed Lattice Semiconductor Corporation (LSCC)

Artisan Partners, an investment management company, released its “Artisan Global Discovery Fund” first quarter 2023 investor letter. A copy of the same can be downloaded here. ....

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