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Investment Funds

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

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.

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

TCW Growth Fund Falls 11.75% in Q1, Adds McKesson and Palantir

Baron Durable Advantage Fund Drops 9% in Q1 2026

FPA Queens Road Small Cap Value Fund Beats Benchmark in Q1 as It Tilts to Higher‑Quality Small Caps

Hotchkis & Wiley’s Q1 Letter Backs Elevance as Undervalued Despite Policy Hit

Baron Focused Growth Fund Drops 4.99% in Q1 as Letter Flags AI and Geopolitical Headwinds

Carillon Mid-Cap Growth Fund’s Q1 Letter Details Value’s Edge and Backs Roblox, Teradyne