Finance ❯Investment Management

Funds

Equity Funds Alternative Investments Small Cap Value Funds Large Cap Funds Small-Mid Cap Funds Baron Growth Fund Performance Analysis Small-Cap Funds Top Holdings Growth Funds Holdings Global Growth Fund Market Comparison Performance Mutual Funds Returns

Palm Valley Capital Fund Holds About 74% Cash in Q3, Lags Small‑Cap Benchmarks

The value-focused fund kept roughly three-quarters of assets in cash to protect against pricey small-cap valuations.

Artisan Select Equity Fund Trails Q2 Benchmark, Adds IQVIA and Reassesses Key Holdings

Lakehouse Global Growth Fund Posts 33% Gain, Details Exits and AI Outlook in Annual Letter

Macquarie Large Cap Growth Fund Rose 11.24% in Q2, Trailing Russell 1000 Growth’s 17.84%

Brown Capital’s Small Company Fund Lags in Q2 as Letter Cites Stock Picks, Pruning