Finance ❯ Investment Management ❯ Investment Funds

Equity Funds

Guinness Global Innovators Fund Large Cap Growth Funds Dodge & Cox Stock Fund Baron Financials ETF Sound Shore Fund Global Equities Fund Global Equity Fund Parnassus Core Equity Fund Heartland Value Plus Fund Class A Shares FPA Source Capital Baron Financials EFT Ariel Global Fund

Sound Shore Fund Beats S&P in Tough Q1 as Energy Gains Offset Tech Weakness

Rising oil prices tied to the Iran war steered investors toward energy.

TCW Growth Fund Falls 11.75% in Q1, Adds McKesson and Palantir

Contrarius Global Equity Fund Q3 Letter Posts 30.9% Return, Spotlights Media Re‑rating Plays and CRISPR Economics

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