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Hotchkis & Wiley Explains Q2 Lag and Sticks With Marriott Vacations and Kosmos

The firm says narrow AI and semiconductor leadership boosted benchmarks and it will maintain a valuation‑driven, quality focus going forward.

Artisan Small Cap Fund Posts Strong Q2 Gain and Rebalances Toward AI Infrastructure and Health Care

Q2 Letters Show Managers Shifting into AI Infrastructure While Defending Valuation Discipline

Palm Valley Holds 75% Cash After Modest Q2 Gain While Small Caps Surge

Three Berkshire Holdings Offer Different Paths to Reliable Income

Madison Says MKS Drove Q1 Mid‑Cap Gains and Cut Its Position as Shares Soared

Artisan Mid Cap Fund Posts Q1 Loss, Tops Benchmark as It Buys Roblox and DoorDash

Polen Focus Growth Sinks 17% In Q1, Tilts To Software And Semis

Carillon Mid-Cap Growth Fund’s Q1 Letter Details Value’s Edge and Backs Roblox, Teradyne

ClearBridge Overhauls Q1 Portfolios, Trimming Software and Buying Energy, Industrials and Private Credit

Bristol Gate’s Q4 Letter Reaffirms Dividend-Growth Focus as Market Breadth Improves

Loomis Sayles Small-Cap Growth Details Q4 Lag as Stop-Losses Cut Cyber Bets

Aristotle Small-Cap Fund Lags in Q4 2025, Reshapes Portfolio Toward Defensible Growth

Heartland Advisors' Q4 Letters Detail Value Repositioning, New Stakes in WESCO and MarketAxess

ClearBridge Growth Strategy Posts Third Straight Outperformance in Q4 2025

Ariel Investments Reports Q3 Outperformance Across Value Strategies as Stock Picks Drive Results

Polen Capital Rebalances Focus Growth Fund Toward AI Leaders After Q3 Lag

Heartland Advisors’ Q3 Letters Outline Fund Results and Conviction Calls in AI-Driven Market

Costco Sales Stay Strong as Truist Reaffirms Hold on Valuation

In-N-Out Tops Employee Satisfaction Rankings for Tenth Straight Year