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Investor Letters

Quarterly Reports Q3 2025 Conestoga Capital Advisors Columbia Threadneedle Investments Performance Reports Q3 2025 Investor Letter Market Commentary PGIM Jennison Health Sciences Fund

Meridian’s Q3 Letter Highlights FIGR’s Marketplace Scale and J&J’s Pipeline Progress

The fund stresses stock-specific catalysts as its hedged approach lagged a policy-driven rally.

Parnassus Core Equity Fund Details Q3 Repositioning After Trailing the S&P 500

Magellan Says Chipotle, Intuit and SAP Were Biggest Drags as Global Fund Trailed in Q3

Diamond Hill’s Q3 Letter Shows Fund Lagging as New Stakes Include FedEx, Thermo Fisher, Zoetis and Equitable

Morningstar Touts Bristol-Myers as a Top Deep-Value Pick Despite Patent Overhang

JB Global Capital Sets New High on 38% Q3 Surge, Initiates Position in Lululemon

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