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Curreen Capital Flags V.F. Corp and Fortrea After Strong Q2 Return

The fund says spinoffs and undervalued turnaround stocks drove its outperformance and point to specific recovery candidates for further upside.

Brown Advisory Exits Unilever and Autodesk as AI Risks Reshape Its Global Leaders Fund

Diamond Hill Flags Zoetis as Q2 Detractor After Flat Organic Revenue and Guidance Cut

Vulcan Value Partners Publishes Q2 Letter and Adds Data, Software and Utility Names

Ares Posts Record $36 Billion Fundraising and Holds $170 Billion of Dry Powder

Morgan Stanley Launches Low‑Fee Ethereum and Solana ETPs With Staking

Artisan Small Cap Fund Posts Strong Q2 Gain and Rebalances Toward AI Infrastructure and Health Care

L1 Capital Q2 Letters Show Gains Fueled by AI Bets, Commodity Split

Laughing Water Capital Posts Strong Q2 Returns as Three Near‑Term Catalysts Could Reprice Holdings

Palm Valley Holds 75% Cash After Modest Q2 Gain While Small Caps Surge

Value Fund Sells KLA and Other Chip-Equipment Stocks Over Stretched Valuations

Q1 Investor Letters Show Iran Shock and AI Uncertainty Reshaped Early‑2026 Markets

Renaissance Exits Gartner and Copart as It Rotates Into TJX, Zoetis and AI Supply Chains

Baron Real Estate Fund Buys Caesars, Reenters Public Storage and Keeps Conviction in Blackstone

American Century Credits Energy Rally for Small Cap Value Fund Gain

Jackson Peak Re‑enters Core Scientific, Calling It a Shovel‑Ready AI Colocation Play

Eagle Capital Lays Out Concentrated Bets on Humana, MercadoLibre and Workday

TCW Growth Fund Falls 11.75% in Q1, Adds McKesson and Palantir

Weitz Tilts Portfolio Toward Chip Leaders After Q1 Slide

FPA Queens Road Small Cap Value Fund Beats Benchmark in Q1 as It Tilts to Higher‑Quality Small Caps