Topic
Latest reporting and analysis tagged with Quarterly Report.
Munro Partners released its Q4 2025 investor letter, noting a -0.7% return. Alphabet Inc. was highlighted as the top performer, with the fund commenting on its earnings and AI potential.
Munro Partners released its Q4 2025 investor letter, noting a -0.7% fund return. It highlighted Ciena Corporation's strong performance and role in hyperscaler networking.
Oakmark Equity and Income Fund reported strong Q4 2025 results, outperforming its benchmark index. The fund highlighted Alphabet Inc. as its top performer, citing strong earnings and AI leadership.
L1 Capital's Q4 2025 investor letter details fund returns and discusses Intercontinental Exchange stock, noting AI concerns affecting its price.
L1 Capital released its 2025 fourth-quarter investor letter, reporting a 9.8% annual return and detailing its investment in HCA Healthcare, which saw a 55% share price gain in 2025.
L1 Capital's International Fund released its Q4 2025 investor letter, detailing performance and its view on Uber Technologies as a strategic holding amid autonomous vehicle developments.
Oakmark Fund's Q4 2025 letter reports a 4.78% return, beating the S&P 500. It highlights CDW Corporation, detailing its stock performance and fund commentary.