Finance ❯ Investment Management

Investment Funds

Equity Funds Performance Analysis Global Funds Real Estate Funds Small Cap Funds Ariel Investments Mid Cap Funds Healthcare Funds Global Growth Fund Health Care Funds Technology Funds Exchange-Traded Funds Value Investing Stock Performance Growth Funds

Palm Valley Capital Fund Gains 0.74% in Q1 as Investor Letter Maps Trims and Catalysts

Managers stress catalysts alongside strict valuation limits.

Baron Opportunity Fund’s Q4 Letter Details Portfolio Shift: Adds Axon, Sells Trade Desk and Duolingo

BBH Flags Guidewire as Q4 Detractor Despite Strong Growth and Raised Outlook

Artisan Mid Cap Fund’s Q4 Letter Details Repositioning Around AI and Defense, Beating Benchmark

Contrarius Global Equity Fund Q3 Letter Posts 30.9% Return, Spotlights Media Re‑rating Plays and CRISPR Economics

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

FPA Source Capital Q3 Letter Weighs CarMax Setbacks Against Citigroup Gains

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

Baron Real Estate Fund Tops REIT Benchmarks in Q3, Details New Iron Mountain Stake

Ariel Fund Posts 12.39% Q3 Return, Spotlights Mattel’s Margin Progress and Manchester United’s Upgraded Outlook

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

Loomis Sayles Small Cap Growth Fund Returned 9.37% in Q2, Lagging Russell 2000 Growth

Columbia Seligman Tech Fund Lags Benchmark in Q2 as AI Bets Lead Contributors

PGIM Jennison’s Q2 Letter Details Health-Care Slide, Portfolio Shifts and Company Catalysts

Alger Weatherbie Fund Outpaces Russell 2500 Growth in Q2, Details Drivers in Investor Letter