Letters by company

Performant Healthcare Inc

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

First Eagle Investments Small Cap Opportunity Fund Commentary First Eagle Small Cap Opportunity Fund argues that improving small-company earnings, lower borrowing costs and AI infrastructure spending could support a durable small-cap recovery. The portfolio benefited from mining, energy-efficiency and environmental-equipment holdings, while exiting Portillo’s and Tronox after weaker operating outlooks and balance-sheet concerns. 3Q 2025 +13.0% AMRC $1.3BCDE $22BCECO $4.2BFIP $445M