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Brown Advisory Mid-Cap Growth Fund Adds DraftKings, Carvana, Exits Figma After Q3 Lag

The letter emphasizes disciplined positioning toward secular growers despite recent underperformance.

Stories older than 24h

Polen Flags SAP as Q3 Detractor, Cites Slower U.S. Deal Cycles Despite Cloud Strength

Ariel Investments Reports Q3 Outperformance Across Value Strategies as Stock Picks Drive Results

Mid-Cap Fund Letters Credit Fed Cuts for Q3 Rally, Detail Stock-Driven Gains and Moves

Baron Real Estate Fund Tops REIT Benchmarks in Q3, Details New Iron Mountain Stake

Goldman Reaffirms Buy on Broadcom as OpenAI-Focused AI Chip Outlook Strengthens

Renaissance Large Cap Growth Trails Benchmarks in Q3 as AppLovin Leads, Gartner and Fiserv Weigh

Vulcan Reopens Fiserv and Exits CBRE as Aristotle Reviews Corteva Split and Highlights Wells Fargo Turning Point

Palm Valley Capital Fund Holds About 74% Cash in Q3, Lags Small‑Cap Benchmarks

LRT Capital’s Q3 Letter Reports -8% September and Reasserts Moat-Focused Picks

Diamond Hill Select Strategy Trails in Q2, Adds Salesforce and Antero, Exits Bank of America

Loomis Sayles Small Cap Growth Fund Returned 9.37% in Q2, Lagging Russell 2000 Growth

Montaka Uses Q2 Volatility to Boost KKR, Touts Flywheel Edge at Big Managers

Columbia Threadneedle’s Q2 Tech Letter Credits AI Leaders for Outperformance, Cautions on Payments Laggards