Crossroads Capital LLC, an investment management firm, released its Q4 2025 investor letter. A copy of the letter can be downloaded here. The fund increased 2.7% net of fees and expenses in the fourth quarter of 2025, bringing its annual return to 37.7% net. Since its creation, the Fund obtained a compound rate of 21.2%…
Longleaf Partners, managed by Southeastern Asset Management, released its Q4 2025 Small-Cap Fund investor letter. A copy of the letter can be downloaded here. Longleaf experienced several environments throughout his experience in small cap investing. This year, the underlying performance of the Fund’s holdings was more promising than the actual stock price returns compared to…
Polen Capital, an investment management firm, released its Q4 investor letter on the “Polen 5Perspectives Small Growth Strategy.” A copy of the letter can be downloaded here. The Polen 5Perspectives Small Growth Composite Portfolio returned -1.3% gross and -1.5% net of fees in Q4 2025, compared to a 1.2% return for the Russell 2000 Growth…
Cushman & Wakefield Limited (NYSE:CWK) is included among the The 14 Best Real Estate Stocks to Buy According to Hedge Funds. Cushman & Wakefield (CWK) Generates Record Revenue as Commercial Real Estate Demand Remains Strong Cushman & Wakefield Limited (NYSE:CWK) reported its fourth-quarter 2025 results on February 19, posting its highest fourth-quarter and full-year revenue…
Conestoga Capital Advisors, an asset management firm, released its Q4 2025 investor letter. A copy of the letter can be downloaded here. In Q4 2025, Conestoga Capital Advisors’ Mid Cap strategy returned -5.75% net of fees, compared to the -3.70% return for the Russell Midcap Growth Index. The underperformance was due to negative stock selection…
Aristotle Capital Boston, LLC, an investment advisor, released its fourth quarter investor letter for the Small Cap Equity Fund. A copy of the letter can be downloaded here. US small cap stocks posted modest gains in the fourth quarter of 2025. The quarter began as a continuation of the risk-on environment in the post-Liberation Day…
Praetorian Capital, an investment management firm, published its Q4 2025 investor letter. A copy of the letter can be downloaded here. The Fund appreciated 0.21% net of fees in the fourth quarter, bringing its profitability for 2025 to 12.39% net of fees. The Fund has compounded capital at a net annualized rate of 37.12% since…
Less than truckload carrier Saia said it sees more tailwinds than headwinds for its business in the new year. The company has opened 39 terminals in the last three years, making it a true national airline. However, costs associated with expanding new locations again impacted quarterly results. The Johns Creek, Georgia-based company reported fourth-quarter earnings…
Baron Fund, an investment management firm, released its Q4 2025 charter for the “Baron Durable Advantage Fund.” A copy of the letter can be downloaded here. The Fund returned 2.6% in the fourth quarter, mirroring the 2.7% return of the S&P 500 Index. The Fund returned 16.6% in 2025, compared with 17.9% for the index…
Tsai Capital Corporation, an investment management company, published its Q4 2025 investor letter. A copy of the letter can be downloaded here. Tsai Capital Growth Equity Strategy earned 8.5% before fees and 7.6% after fees for the year ended December 31, 2025, compared to the 17.9% return of the S&P 500 Index. Tsai Capital Growth…
