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Schafer Cullen’s Q3 Letter Adds Becton Dickinson, Highlights Applied Materials and Oracle

The letter pairs AI capex beneficiaries with a discounted healthcare leader to explain positioning.

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

Mar Vista’s Q3 Letter Outlines AI-Focused Repositioning After 3.29% Return

Baird Chautauqua Fund Reports Q2 Lag After Tariff Whiplash, Highlights Diverging AI Chip Bets

WITT and Wellness Tourism Association Unveil Global Core Wellness Standards for Hotels