Finance ❯ Investment Management ❯ Funds

Performance

Investor Letters Returns

L1 Capital Q3 Letters Show Rebalancing: Nvidia Initiated, HCA Trimmed, Resources Favored

Managers emphasize valuation discipline after AI-led market concentration.

Spheria Touts LPL Financial as Core Holding After Q3 Momentum and Stock Pop

FPA Source Capital Q3 Letter Weighs CarMax Setbacks Against Citigroup Gains

Tourlite Takes Long Position in TIC Solutions, Citing Post-NV5 Cash-Flow Upside