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Longleaf Partners’ Q3 Letter: Fund Lags Benchmarks as Buybacks Drive Value Plan

The manager says a focus on free cash flow can lift its roughly 10x FCF multiple toward the mid‑teens.

SoFi’s Growth Story Faces a Test With Q3 Earnings Next Week

Centene Slashes 2025 Outlook After ACA Shock as Investors Weigh 2026 Rate-Driven Rebound

Artisan Mid Cap Fund Tops Benchmark in Q3, Shifts Toward Defense and Industrials

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

ClearBridge Rotates Large-Cap Growth Portfolio Toward AI Infrastructure After Q3 Lag Versus Benchmark

Loomis Sayles Small Cap Growth Fund Returned 9.37% in Q2, Lagging Russell 2000 Growth