Fund Letter Stock Ideas
PGIM Jennison Energy Infrastructure Fund Q3 2025 Contributors And Detractors
This article was written by Follow PGIM Investments, a subsidiary of PFI, is an investment adviser and the investment manager to all PGIM US open-end investment companies and manager or administrator to closed-end investment companies. Note: This account is not managed or monitored by PGIM Investments, and any messages sent via Seeking Alpha will not […]
5 Stocks That Rose During The Quarter Due To Key Catalysts
5 Stocks That Rose During The Quarter Due To Key Catalysts
KKR: Private Equity's Position As An Enduring Business Model Being Questioned
KKR: Private Equity's Position As An Enduring Business Model Being Questioned
First Eagle U.S. Fund Q3 2025 Portfolio Review
This article was written by Follow First Eagle is an independent investment management firm that manages approximately $149* billion in assets (as of 09/30/24) on behalf of institutional and individual clients. With the core purpose of providing prudent stewardship of client assets, the firm focuses on active, fundamental and benchmark-agnostic investing, with a strong focus […]
Gartner: Expect Growth To Reaccelerate
Nov. 09, 2025 12:54 PM ETIT Follow Summary Gartner was a detractor during the quarter after reporting Q2 results where contract value growth slowed to 5% from 7% in Q1 and caused IT to reduce its revenue growth guidance for the year. We are disappointed in the near-term results but remain confident in the long-term […]
Diamond Hill Large Cap Portfolio Shaped By Cost-Cutting And Depressed Price
This article was written by Follow Diamond Hill Capital Management, Inc. is a wholly owned subsidiary of Diamond Hill Investment Group, Inc. Diamond Hill Investment Group is a publicly traded company, and its shares trade on the NASDAQ (Ticker: DHIL). Note: This account is not managed or monitored by Diamond Hill Capital Management, and any […]
Halvio Capital Q3 2025 Position Updates
This article was written by Follow Halvio Capital is an investment firm that seeks to compound capital at high rates of return while taking limited risk of capital impairment through separately managed accounts. The firm’s goal is to outperform the broader indices over a long time frame. Note: This account is not managed or monitored […]