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Investor Letters

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Baron Health Care Fund Details Q3 Letter: Adds AbbVie, Rebuys UnitedHealth as Stock Picking Edges Benchmark

Selective buys reflect confidence that long-term fundamentals outweigh near-term cost and regulatory pressures.

Carillon Small-Cap Growth Fund Details Q3 Rally Drivers and Portfolio Standouts

Ariel Fund Posts 12.39% Q3 Return, Spotlights Mattel’s Margin Progress and Manchester United’s Upgraded Outlook

Conestoga Details Mixed Q3 Versus Benchmarks in Investor Letter

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

Macquarie Large Cap Growth Fund Trails Benchmark as Tesla Omission Weighs on Q3

Polen Capital Rebalances Focus Growth Fund Toward AI Leaders After Q3 Lag

Heartland Advisors’ Q3 Letters Outline Fund Results and Conviction Calls in AI-Driven Market

Mar Vista’s Q3 Letter Outlines AI-Focused Repositioning After 3.29% Return

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