Argosy Investors, an investment management company, released its first-quarter 2024 investor letter. A copy of the same can be downloaded here. The fund ended the first quarter with 46.4% of the portfolio in cash and short-term government bonds and year-to-date, the S&P 500 returned 10.6%. The firm stays long-term oriented, opting to invest less aggressively when […]
Investors need to pay close attention to Endava (DAVA) stock based on the movements in the options market lately.
Polen Capital, an investment management company, released its “Polen U.S. SMID Company Growth Strategy” first-quarter 2024 investor letter. A copy of the letter can be downloaded here. The portfolio returned -0.28% gross and -0.57 % net of fees in the first quarter compared to an 8.51% return for the Russell 2500 Growth Index. Although the […]