Investment Management

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3 ARTICLES

last wk.

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

The firm's investor letter says an Iran-related supply shock made cash-flow strong oilfield services more attractive as a hedge against elevated market volatility.

5 ARTICLES

2w ago

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

8 ARTICLES

2w ago

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

4 ARTICLES

3w ago

Aristotle Core Equity Fund Outlines Q1 Slip, Adds Coherent, Flags Boston Scientific Risks

8 ARTICLES

3w ago

Baron Durable Advantage Fund Drops 9% in Q1 2026

13 ARTICLES

4w ago

Artisan Mid Cap Fund Posts Q1 Loss, Tops Benchmark as It Buys Roblox and DoorDash

6 ARTICLES

last mo.

SEC and CFTC Propose Rollback of Form PF, Raising Thresholds and Cutting Reports

3 ARTICLES

last mo.

Activist Latache Secures Seats on Usiminas Board and Fiscal Council

4 ARTICLES

last mo.

MGM Closes $546 Million Sale of Northfield Park Operations to Clairvest

6 ARTICLES

last mo.

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

4 ARTICLES

last mo.

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

3 ARTICLES

2mo ago

Driehaus Discloses $110 Million Eos Energy Buy as Analysts Turn Cautious

5 ARTICLES

2mo ago

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

Investment Management

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

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

Aristotle Core Equity Fund Outlines Q1 Slip, Adds Coherent, Flags Boston Scientific Risks

Baron Durable Advantage Fund Drops 9% in Q1 2026

Artisan Mid Cap Fund Posts Q1 Loss, Tops Benchmark as It Buys Roblox and DoorDash

SEC and CFTC Propose Rollback of Form PF, Raising Thresholds and Cutting Reports

Activist Latache Secures Seats on Usiminas Board and Fiscal Council

MGM Closes $546 Million Sale of Northfield Park Operations to Clairvest

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

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Investment Management

Morgan Stanley Launches First Bank Bitcoin ETF With $116 Million Inflows

BNY Mellon Raises 2026 Outlook After Record Q1 Revenue and Profit

Mar Vista Adds Ecolab to Quality Strategy Citing Durable, Service-Led Model

Palisade to Acquire 240 MW/960 MWh Summerfield Battery From CIP

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

Squadra Mounts Board Challenge at Hapvida With Multiple Voting Push

Meta Slides as Investors Doubt Returns on AI Capital Spending

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

Driehaus Discloses $110 Million Eos Energy Buy as Analysts Turn Cautious

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

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Investment Management