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Q3 2025

Mid-Cap Fund Letters Credit Fed Cuts for Q3 Rally, Detail Stock-Driven Gains and Moves

Managers emphasize security-specific catalysts, detailing Q3 results alongside recent trades.

Fund Letters Split on Elevance as Managers Detail Q3 Moves After Health-Insurer Shock

The London Company Releases Q3 Investor Letters, Reports Mixed Performance and Key Portfolio Changes

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

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

Conestoga Details Mixed Q3 Versus Benchmarks in Investor Letter