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Here's Why Boston Scientific Corporation (BSX) Rose in Q1

Baron Funds, an investment management company, released its “Baron Health Care Fund” first quarter 2024 investor letter. A copy of the same can be downloaded here.

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Do You Think Charles Schwab Corp (SCHW) is an "Ugly Duckling"?

Blue Tower Asset Management, an asset management company, released its first quarter 2024 investor letter. A copy of the letter can be downloaded here. The fund returned 13.78% net in the first quarter exceeding the broad market index’s gain so far this year. In addition, please check the fund’s top five holdings to know its […]

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What Makes PotlatchDeltic Corp (PCH) a Lucrative Investment?

Bernzott Capital Advisors, an investment management firm, published its “US Small Cap Value Fund” first-quarter 2024 investor letter. A copy of the same can be downloaded here. In the first quarter, the portfolio gained +8.5% on a net basis, well above R2000V’s advance of +2.9% and above R2500V’s rise of +6.1%. The largest contribution to the […]

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What Makes Berry Global Group (BERY) a "Boring Company" as per Blue Tower Asset Management?

Blue Tower Asset Management, an asset management company, released its first quarter 2024 investor letter. A copy of the letter can be downloaded here. The fund returned 13.78% net in the first quarter exceeding the broad market index’s gain so far this year. In addition, please check the fund’s top five holdings to know its best […]

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De-Stocking from Customers Impacted Plexus (PLXS)

Bernzott Capital Advisors, an investment management firm, published its “US Small Cap Value Fund” first-quarter 2024 investor letter. A copy of the same can be downloaded here. In the first quarter, the portfolio gained +8.5% on a net basis, well above R2000V’s advance of +2.9% and above R2500V’s rise of +6.1%. The largest contribution to the […]

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Improved Oil Prices and M&A Transactions Pushed Viper Energy (VNOM) in Q1

Bernzott Capital Advisors, an investment management firm, published its “US Small Cap Value Fund” first-quarter 2024 investor letter. A copy of the same can be downloaded here. In the first quarter, the portfolio gained +8.5% on a net basis, well above R2000V’s advance of +2.9% and above R2500V’s rise of +6.1%. The largest contribution to the […]

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Here's Why HCI Group (HCI) Rose in Q1 - Insider Monkey

Bernzott Capital Advisors, an investment management firm, published its “US Small Cap Value Fund” first-quarter 2024 investor letter. A copy of the same can be downloaded here. In the first quarter...

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Should You Hold MP Materials (MP) for the Long Term?

Bernzott Capital Advisors, an investment management firm, published its “US Small Cap Value Fund” first-quarter 2024 investor letter. A copy of the same can be downloaded here. In the first quarter...

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Archrock (AROC) Continues to Benefit From Robust Demand

Bernzott Capital Advisors, an investment management firm, published its “US Small Cap Value Fund” first-quarter 2024 investor letter. A copy of the same can be downloaded here. In the first quarter...

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Here's Why Lancaster Colony (LANC) Rose in Q1

Bernzott Capital Advisors, an investment management firm, published its “US Small Cap Value Fund” first-quarter 2024 investor letter. A copy of the same can be downloaded here. In the first quarter...

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