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November 24, 2023
The Global Industry Classification Standard (GICS) was developed by Morgan Stanley Capital International [now MSCI Inc. (NYSE:MSCI)].
November 16, 2023
Conestoga Capital Advisors, an asset management company, released its “SMid Cap Growth Strategy” third-quarter 2023 investor letter. A copy of the same can be downloaded here. The Conestoga Smid Cap Growth Composite returned -6.36% net of fees in the third quarter, compared to the Russell 2500 Growth Index’s -6.84% return. Stock selection in the Industrials, Health […]
August 10, 2023
Conestoga Capital Advisors, an asset management company, released its “Small Cap Strategy” second-quarter 2023 investor letter. A copy of the same can be downloaded here.
June 22, 2023
Polen Capital, an investment management company, released its “Polen Global SMID Company Growth Strategy” first-quarter 2023 investor letter. A copy of the same can be downloaded here. The portfolio returned 9.05% gross and 8.89% net of fees in the first quarter compared to a 4.28% return on the MSCI ACWI SMID Capitalization Index. Stock selection and […]
November 2, 2022
Weitz Investment Management, an investment management firm, released its “Value Fund” third-quarter 2022 investor letter. A copy of the same can be downloaded here.
August 19, 2022
Weitz Investment Management, an asset management company, released its second-quarter 2022 investor letter. You can download it here.
August 8, 2022
FPA Crescent Fund, an investment management company, recently published its second-quarter 2022 investor letter. A copy of the same can be downloaded here.