ClearBridge Investments, an investment management company, released its “ClearBridge Select Strategy” fourth quarter 2023 investor letter. A copy of the same can be downloaded here. The strategy outperformed its Russell 3000 Index benchmark in the quarter. The strategy gained nine of the ten sectors in which it was invested on an absolute basis. Overall stock selection […]
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here. The portfolio had a positive absolute return in Q4 but underperformed the Russell 2000 Growth Index due to security selection, particularly in the healthcare and information technology sectors. In the […]
Monolithic (MPWR) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.