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Investment Funds

Global Growth Fund Performance Analysis Carillon Eagle Growth & Income Fund Small Cap Funds Ariel Global Fund Growth Funds Alger Weatherbie Specialized Growth Fund Small Cap Value Fund Artisan Value Fund Small Cap Value Funds

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

A joint venture with Jereh could unlock roughly $1 billion of FTAI Power EBITDA, changing the CFM56 aftermarket.

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

Alger Mid Cap Fund Reports Q1 Lag as AI Shift and Oil Shock Recast Portfolio Drivers

Lakehouse Backs MercadoLibre as High-Conviction Bet on Latin American E-Commerce

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

Wix’s Q4 Growth Accelerates as Base44 Adoption Surges

American Century Adds to EVERTEC as Shares Lag Despite Double-Digit Q4 Growth

Magellan Sees Market Rotation as TSMC Rises and Big‑Tech AI Leaders Lose Steam

Ariel Focus Fund Details Mixed Q4, Oracle AI Push and Barrick Payouts in New Letter

Meta Slides as Investors Doubt Returns on AI Capital Spending

Loomis Sayles Small-Cap Growth Details Q4 Lag as Stop-Losses Cut Cyber Bets

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