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Sands Capital’s Q3 Letter Highlights AI Drivers as Select Growth Lags Benchmark

The update cites an AI-led rebound as security-level developments shape the strategy’s outlook.

Diamond Hill Small Cap Trails Q3 Rally, Citing Sector Skew

Schafer Cullen’s Q3 Letter Cites Health-Care Drag and Sells Sempra After California Rate Ruling

All Eyes on Nvidia Earnings as Jitters Grow Over AI Valuations

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

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

Baird Chautauqua Fund Reports Q2 Lag After Tariff Whiplash, Highlights Diverging AI Chip Bets

Nvidia Ties Up to $100 Billion to OpenAI, Pledging 10GW of Systems From 2026

Madison Small Cap Fund Reports 4.42% Q2 Gain, Details Portfolio Shifts

ClearBridge Select Strategy Outperforms in Q2 With AI Infrastructure Bets, Adds Verisk as Largest New Position

Sands Capital Outpaces in Q2, Unwinds Uber, Nike and Airbnb as ClearBridge Details Small‑Cap Headwinds