Business ❯ Finance ❯ Investment Management

Investment Funds

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

4 ARTICLES

last mo.

Guinness Fund Touts Q2 Gain as AI Spurs Record Chip-Equipment Spending

A surge in foundry and IDM capital expenditure tied to artificial intelligence has created a supply-constrained wafer-equipment upcycle that may underpin vendors’ revenue and service growth into 2027.

4 ARTICLES

last mo.

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

5 ARTICLES

2mo ago

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

10 ARTICLES

2mo ago

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

9 ARTICLES

2mo ago

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

3 ARTICLES

2mo ago

AI Chip Orders Lift Teradyne, Carillon Says

4 ARTICLES

2mo ago

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

9 ARTICLES

2mo ago

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

7 ARTICLES

2mo ago

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

8 ARTICLES

2mo ago

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

8 ARTICLES

3mo ago

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

5 ARTICLES

3mo ago

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

26 ARTICLES

3mo ago

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

3 ARTICLES

3mo ago

AI Capital Spending Powers Columbia Threadneedle’s Q1 Tech Outperformance

7 ARTICLES

3mo ago

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

6 ARTICLES

4mo ago

American Century Credits Energy Rally for Small Cap Value Fund Gain

3 ARTICLES

4mo ago

Investment Funds

Guinness Fund Touts Q2 Gain as AI Spurs Record Chip-Equipment Spending

Loomis Sayles Names Trip.com a Core Holding Despite Quarterly Drag

Baron Focused Growth Fund Posts Solid Q2 Gain but Trails AI-Led Benchmark Rally

Fund Letters Show AI-Driven Rally and Active Rebalancing by Managers

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

Never miss stories about

Investment Funds

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

Never miss stories about

Investment Funds