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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.

O’Keeffe Stevens Urges Caution After Q2 Rally While Backing Sphere and Callaway

Brown Capital Adds Credo and Frames It as a Core AI Data‑Center Supplier

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

TimesSquare Capital’s Q4 Letter Highlights Outperformance and Active Small-Cap Moves

Polen Capital Renames SMID Strategy as Q4 Letters Detail Rocket Lab, Nutanix and Alibaba Attribution

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

Upslope Q4 Letter Highlights Booz Allen and Crown as Conviction Picks After Strong 2025

Oracle’s AI Spending Plans Face Investor Scrutiny as Some Funds Trim Stakes

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

Artisan Mid Cap Fund Tops Benchmark in Q3, Shifts Toward Defense and Industrials