Finance ❯ Investment Management

Investor Communications

Investor Letters

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

The value-focused fund kept roughly three-quarters of assets in cash to protect against pricey small-cap valuations.

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