Letters by company

Grand Canyon Education, Inc.

2 letters discussing LOPE. Everything written about it on this site is on its ticker page.

City Different Investments Ranking My Children Multi-Cap Core strengthened its focus on ranking highest-conviction holdings, while retaining diversification across business-life-cycle baskets. The strategy added Hamilton Lane, sold Brookfield Corporation to fund higher-conviction ideas, and attributed relative strength to Flex and a Value overweight, partly offset by Energy holdings. 2Q 2026 FLEX $29B
City Different Investments Ranking My Children SMID Cap Core plans to concentrate more attention and capital in its highest-conviction holdings while preserving portfolio balance and risk discipline. The strategy added Hamilton Lane and Mid-America Apartment Communities, citing private-markets access and an expected recovery in Sun Belt apartment occupancy and rents as supply is absorbed. 2Q 2026 —