Finance ❯ Investment Management

Funds

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L1 Capital Q3 Letters Show Rebalancing: Nvidia Initiated, HCA Trimmed, Resources Favored

Managers emphasize valuation discipline after AI-led market concentration.

Hotchkis & Wiley Mid‑Cap Value Fund Beats Benchmark in Q3, Spotlights WPP Turnaround and Centene Value Case

Spheria Touts LPL Financial as Core Holding After Q3 Momentum and Stock Pop

Polen Flags SAP as Q3 Detractor, Cites Slower U.S. Deal Cycles Despite Cloud Strength

Cooper Investors Posts Flat Q3, Highlights TKO and CME, Details GE HealthCare Exit

FPA Source Capital Q3 Letter Weighs CarMax Setbacks Against Citigroup Gains

FPA Queens Road Small Cap Value Fund Outlines Q3 Portfolio Shifts and Results

Tourlite Takes Long Position in TIC Solutions, Citing Post-NV5 Cash-Flow Upside

Ariel Focus Fund Jumps 20.76% in Q3 as Letter Flags Mosaic and SLB Pressures

Baron Real Estate Fund Tops REIT Benchmarks in Q3, Details New Iron Mountain Stake

Macquarie Large Cap Growth Fund Trails Benchmark as Tesla Omission Weighs on Q3

Palm Valley Capital Fund Holds About 74% Cash in Q3, Lags Small‑Cap Benchmarks

Artisan Select Equity Fund Trails Q2 Benchmark, Adds IQVIA and Reassesses Key Holdings

Lakehouse Global Growth Fund Posts 33% Gain, Details Exits and AI Outlook in Annual Letter

Macquarie Large Cap Growth Fund Rose 11.24% in Q2, Trailing Russell 1000 Growth’s 17.84%

Brown Capital’s Small Company Fund Lags in Q2 as Letter Cites Stock Picks, Pruning