That Cheat News Today

Operator: Good morning, and welcome to the uCloudlink Group Inc. Fourth Quarter and Full Year 2022 Earnings Conference Call. All participants will be in listen-only mode.

Baron Funds, an investment management company, released its “Baron Focused Growth Fund” fourth quarter 2022 investor letter. A copy of the same can be downloaded here.

Renaissance Investment Management, an investment management company, released its “Midcap Growth Strategy” third-quarter investor letter. A copy of the same can be downloaded here.

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Enhanced Equity Fund” third quarter 2022 investor letter. A copy of the same can be downloaded here.

Bernzott Capital Advisors, an investment management firm, published its "US Small Cap Value Fund" third-quarter 2022 investor letter – a copy of which can be downloaded here.

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Giverny Capital Asset Management LLC recently published its second quarter investor letter 2022, which can be downloaded here.

Davis Funds, an investment management firm, published its “Davis New York Venture Fund” fourth quarter 2021 investor letter – a copy of which can be downloaded here.

Weitz Investment Management, an investment management firm, published its “Value Fund” fourth quarter 2021 investor letter – a copy of which can be downloaded here.

Oakmark Funds Purchased Facebook (FB), Here’s Why it Became Bullish in the Company Oakmark Funds, an investment management firm, published its “Oakmark Equity and Income Fund” first quarter 2021 investor letter – a copy of which can be seen here.  A return of 10.3% was reported by the fund for the Q1 of 2021, outperforming its Lipper Balanced Fund benchmark that delivered a 5.4% return for the same period. You can view the fund’s top 5 holdings to have a peek at their top bets for 20...