Finance ❯ Investment Management

Investor Communications

Investor Letters

GreensKeeper’s Value Fund Edges Positive for 2025 After 4% Q3 Lift

Quarterly gains stemmed from Alphabet’s legal win alongside a General Dynamics recovery.

Cooper Investors Posts Flat Q3, Highlights TKO and CME, Details GE HealthCare Exit

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

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