Finance ❯ Investment Management ❯ Investment Funds

Equity Funds

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