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Carillon Small-Cap Fund Eyes Upbeat 2026, Highlights Mixed Q4 Stock Drivers

The letter points to solid 2025 small-cap gains, signaling a constructive sector outlook for 2026.

SGA Q4 Letter Adds to Salesforce, Initiates Broadcom, Cautions on Microsoft

Polen Capital Rebalances Focus Growth Fund Toward AI Leaders After Q3 Lag

Heartland Advisors’ Q3 Letters Outline Fund Results and Conviction Calls in AI-Driven Market