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

The manager characterizes the quarter as an AI-driven rally that left its value approach out of step.

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

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

Ariel Investments Reports Q3 Outperformance Across Value Strategies as Stock Picks Drive Results

Sands Capital’s Q3 Letter Highlights AI Drivers as Select Growth Lags Benchmark

Ariel Global Fund Q3 Letter Spotlights First Solar Surge, Intel–NVIDIA Partnership, New Stakes in Humana and M&T

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