Finance ❯ Investment Management

Funds

Equity Funds Performance Hedge Funds Holdings Mutual Funds Mid Cap Funds Real Estate Funds Returns Growth Funds Performance Analysis

Platinum’s Brands Fund Posts Small Q2 Gain but Trails After AI-Led Market

The manager says strong company profits, buybacks and early signs of job growth could help consumer stocks recover.

Invesco Files for Tokenized Money Market Fund to Serve Stablecoin Reserves

Artisan Credits Energy Overweight for Q1 Resilience and Names SLB a Core Holding

Alpha Wealth Says Q1 Drawdown Forces Portfolio Re‑assessment After Iran Shock

Aristotle Core Equity Fund Outlines Q1 Slip, Adds Coherent, Flags Boston Scientific Risks

Artisan Mid Cap Fund Posts Q1 Loss, Tops Benchmark as It Buys Roblox and DoorDash

Morgan Stanley Launches Money Market Fund for Stablecoin Reserves

Heartland Mid Cap Value Fund Beats Benchmark in Q1 as Investor Letter Highlights Core Picks

Palm Valley Capital Fund Gains 0.74% in Q1 as Investor Letter Maps Trims and Catalysts

American Century Adds to EVERTEC as Shares Lag Despite Double-Digit Q4 Growth

Magellan Sees Market Rotation as TSMC Rises and Big‑Tech AI Leaders Lose Steam

Meta Slides as Investors Doubt Returns on AI Capital Spending

Carillon Fund Letter Flags 2026 Upside, Spotlighting AstraZeneca Gains and Home Depot Deal Tailwinds

Diamond Hill Large Cap Fund Lags in Q4 as AI Rally Lifts Tech Leaders

Alger Small Cap Focus Fund Tops Benchmark in Q4 as Abbott Deal Lifts Exact Sciences

Palm Valley Capital Stays Defensive in Q4 With 76% T-Bills, Exits Forrester and Sells Silver Trust

Right Tail Capital Reaffirms Alphabet as Core Holding in Q4 Letter, Notes 2025 Underperformance Versus Benchmarks

U.S. Crypto ETFs Rebound to Start 2026, Bitcoin Funds Pull In $471 Million

Parnassus Core Equity Fund Details Q3 Repositioning After Trailing the S&P 500

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