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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.

O’Keeffe Stevens Urges Caution After Q2 Rally While Backing Sphere and Callaway

WS Amati Names MKS as Biggest Driver of Q2 Outperformance

Artisan Small Cap Fund Posts Strong Q2 Gain and Rebalances Toward AI Infrastructure and Health Care

Q2 Letters Show Managers Shifting into AI Infrastructure While Defending Valuation Discipline

Riverwater’s Q2 Letter Shows Positive Return but Trails Russell Microcap

Bloom Energy Surges After J.P. Morgan Raises Target on Expanded Brookfield AI Deal

NZS Capital Says AI‑Driven Semiconductor Bets Powered a Very Strong Q2

Fred Alger Says Q2 Rally Lifted Funds as SIMO and CDNL Drove Gains and FBRX Held Back Returns

L1 Capital Q2 Letters Show Gains Fueled by AI Bets, Commodity Split

Value Funds Say Narrow AI-Led Rally Leaves Room for Company-Specific Gains

ClearBridge Adds ATI as SMID Growth Strategy Trails Benchmark

Bell Global Equities Fund Says AI Rally Is Real, Exits Costco and Sticks With LPL

ClearBridge Reclassifies Large Cap Growth Fund and Increases Bets on Alphabet and SpaceX

Palm Valley Holds 75% Cash After Modest Q2 Gain While Small Caps Surge

Brown Advisory Says AI Sentiment and Stock Catalysts Drove Q1 Drawdown in Its Large‑Cap Growth Fund

TimesSquare’s Mid‑Cap Growth Fund Reports Q1 Loss and Details Tactical Exits and Adds

Madison Says MKS Drove Q1 Mid‑Cap Gains and Cut Its Position as Shares Soared

Meridian Funds Releases Q1 Letters and Keeps PayPal Holding

Nvidia Management Guides at Least $1 Trillion in AI Infrastructure Demand Through 2027