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Baron Small Cap Fund Posts 2025 Loss, Details Q4 Moves and Key Bets in Investor Letter

Management projects a firmer small‑cap backdrop in 2026 following 2025 underperformance versus the benchmark.

Fidelity's Q4 Letter: Coherent Leads, Axon Lags, IDEXX Left Out

Immersion Says PAR Technology Remains on Track for 2026 Profit Targets Despite Stock Slump

Dominion and Duke Post New Dividends as Court Revives Offshore Wind, RBC Cuts Duke Target

Robinhood’s Tenev Renews Push for Tokenized Stocks, Urges CLARITY Act on GameStop Anniversary

Hardman Johnston’s Q4 2025 Letter Outlines Portfolio Rebalance After Slight Underperformance

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

Buffett Steps Down as Berkshire CEO, Greg Abel Takes the Helm

Aehr Test Systems Rebounds on New AI Orders After Revenue Miss

Bristol Gate Q3 Letter: Broadcom’s AI Pipeline Expands as Intuit Outlook Drags Performance

Maple Tree Capital’s Q3 Letter Shows Sharp Portfolio Divergence and Repositioning

Artisan Value Fund Q3 Letter Details New Buys and Exits After Trailing Benchmark

Cramer Hails Janus Henderson Take-Private as Trian, General Catalyst Agree to $7.4 Billion Deal

Harbor Capital Fund Details Q3 Moves, Touts TSM and Adds Oracle and Toast

Qualivian’s Q3 Letter Highlights Outsized Long-Term Gains, AI-Driven Quarter and Portfolio Shift

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

Aoris Backs SAP on Cloud and AI Thesis as Hedge Fund Interest Ticks Up

GreensKeeper’s Value Fund Edges Positive for 2025 After 4% Q3 Lift

Small-Cap Managers Lag Q3 Rally, Detail Quality Tilt and AI-Linked Standouts

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