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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.

LRT Capital’s Q3 Letter Reports -8% September and Reasserts Moat-Focused Picks

Diamond Hill Select Strategy Trails in Q2, Adds Salesforce and Antero, Exits Bank of America

Loomis Sayles Small Cap Growth Fund Returned 9.37% in Q2, Lagging Russell 2000 Growth

Montaka Uses Q2 Volatility to Boost KKR, Touts Flywheel Edge at Big Managers

Columbia Threadneedle’s Q2 Tech Letter Credits AI Leaders for Outperformance, Cautions on Payments Laggards