Letters by company

Hamilton Lane INC

1 letter discussing HLNE. Everything written about it on this site is on its ticker page.

City Different Investments Farmer Browne and Old MacDonald SMID Cap Core attributed its shortfall chiefly to Flex’s AI-related selloff, while retaining a sizable stake after trimming it because management expects its planned business separation to add value. The strategy added Seadrill, citing a prospective tightening in offshore-rig supply and demand, and emphasized bottom-up diversification across business-life-cycle baskets. 3Q 2026 FLEX $29B