Finance ❯ Investment

Fund Management

Performance Analysis Top Holdings Market Trends Fund Managers Investor Relations Exposure Metrics Asset Allocation Regulatory Issues Liquidity Management Pension Fund Investments Australian Market Investment Advisors Market Sentiment Advisory Services Fund Administration Multi-Manager Funds Trading Strategies Income Funds Governance Frameworks UK Fund Managers Investor Letters Equity Allocations Fund Companies Meridian Funds CVM Regulations Board of Directors Asset Management

Aoris Q4 Letter Highlights IHG Momentum and Amphenol Record Sales as Fund Trails Benchmark

The quality-focused manager emphasized select holdings after lagging the MSCI AC World ex Australia in the December quarter.

BBH Mid-Cap Fund’s Q3 Letter Flags Underperformance, Portfolio Exits, and Shift4 Weakness

Schafer Cullen’s Q3 Letter Adds Becton Dickinson, Highlights Applied Materials and Oracle

Longleaf Partners’ Q3 Letter: Fund Lags Benchmarks as Buybacks Drive Value Plan

JB Global Capital Sets New High on 38% Q3 Surge, Initiates Position in Lululemon