Yellow metal: Maintain allocation; tariff battles may sustain bull run
"Central banks usually purchase about 400 tonnes of gold annually. However, in 2022 and 2023, they bought over 1,000 tonnes ...
Starboard takes a stake in Qorvo. Here are the steps the activist may take to improve margins
Starboard is a very successful activist investor and has extensive experience helping companies focus on operational ...
Minot Light Capital Partners Q4 2024 Shareholder Letter
We ended the quarter with modest leverage as we believe the portfolio has substantial upside potential over the next three ...
Baron Discovery Fund Trimmed its Position in Advanced Energy Industries (AEIS)
Baron Funds, an investment management company, released its “Baron Discovery Fund” fourth quarter 2024 investor letter. A ...
Massif Capital Q4 2024 Letter To Investors
During the fourth quarter of 2024, the Massif Capital Real Assets Strategy was up 0.04% net of fees, with gross of fee gains ...
What Makes Insights Enterprises (NSIT) a Promising Investment?
Aristotle Capital Boston, LLC, an investment advisor, released its “Small/Mid Cap Equity Strategy” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.