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Ariel Focus Fund Details Mixed Q4, Oracle AI Push and Barrick Payouts in New Letter

The update shows how managers balance short-term setbacks with long-term bets in cloud computing plus gold mining.

Artisan Value Fund Q3 Letter Details New Buys and Exits After Trailing Benchmark

Harbor Capital Fund Details Q3 Moves, Touts TSM and Adds Oracle and Toast

L1 Capital Q3 Letters Show Rebalancing: Nvidia Initiated, HCA Trimmed, Resources Favored

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

Sands Capital’s Q3 Letter Highlights AI Drivers as Select Growth Lags Benchmark

Ariel Global Fund Q3 Letter Spotlights First Solar Surge, Intel–NVIDIA Partnership, New Stakes in Humana and M&T

Ariel Focus Fund Jumps 20.76% in Q3 as Letter Flags Mosaic and SLB Pressures