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Investment Funds

Global Growth Fund Performance Analysis Technology Funds Small Cap Funds Baron Opportunity Fund Carillon Eagle Growth & Income Fund Ariel Global Fund Small Cap Value Fund Heartland Value Fund Janus Henderson Forty Fund

Q2 Investor Letters Credit AI Infrastructure for Tech-Led Rally as Funds Trim and Reweight

Fund managers reported strong quarterly gains while warning that company-specific legal and operational risks will determine near-term positioning.

Baron Capital’s Q2 Letters Show Split Results as Opportunity Fund Outpaces Discovery

Sands Capital Says AI Infrastructure Lifted Q2 Returns, Names Seagate Top Winner

Baron Capital Reaffirms Long-Term Bullish View on Health Care and Repositions Fund

Fundsmith Flagged H1 Weakness and Adds New Positions as It Shifts Tactics

AI Chip Orders Lift Teradyne, Carillon Says

Platinum’s Brands Fund Posts Small Q2 Gain but Trails After AI-Led Market

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

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

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

Brown Capital Adds Credo and Frames It as a Core AI Data‑Center Supplier

Active Small‑Cap Managers Say AI Demand and Geopolitical Shocks Drove Q1 Volatility

AI Capital Spending Powers Columbia Threadneedle’s Q1 Tech Outperformance

Baron Real Estate Fund Buys Caesars, Reenters Public Storage and Keeps Conviction in Blackstone

American Century Credits Energy Rally for Small Cap Value Fund Gain

FTAI Aviation Pushes to Mass‑Produce Mod‑1 Units as Shares Surge

Artisan Credits Energy Overweight for Q1 Resilience and Names SLB a Core Holding

Alpha Wealth Says Q1 Drawdown Forces Portfolio Re‑assessment After Iran Shock

Sound Shore Fund Beats S&P in Tough Q1 as Energy Gains Offset Tech Weakness