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BBH Mid-Cap Fund’s Q3 Letter Flags Underperformance, Portfolio Exits, and Shift4 Weakness

BBH blames concentrated detractors, citing IFRS treatment of Global Blue for modeling confusion around Shift4.

Schafer Cullen’s Q3 Letter Adds Becton Dickinson, Highlights Applied Materials and Oracle

Longleaf Partners’ Q3 Letter: Fund Lags Benchmarks as Buybacks Drive Value Plan

JB Global Capital Sets New High on 38% Q3 Surge, Initiates Position in Lululemon