Finance ❯ Investment Management ❯ Investment Funds

Equity Funds

Ariel Global Fund Heartland Value Plus Fund FPA Source Capital

Parnassus Core Equity Fund Details Q3 Repositioning After Trailing the S&P 500

The investor letter outlines reallocation from higher‑valuation tech plus select health holdings into Grainger and Boston Scientific to pursue steadier growth.

4 ARTICLES

2w ago

FPA Source Capital Q3 Letter Weighs CarMax Setbacks Against Citigroup Gains

12 ARTICLES

2mo ago

Equity Funds

Parnassus Core Equity Fund Details Q3 Repositioning After Trailing the S&P 500

FPA Source Capital Q3 Letter Weighs CarMax Setbacks Against Citigroup Gains

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