Business ❯ Finance ❯ Investor Relations ❯ Investor Letters

Quarterly Reports

Q3 Fund Letters Expose Wide Performance Gap as AI Leaders Drive Standouts

Managers point to stock-level drivers with trims reflecting valuation discipline.

JB Global Capital Sets New High on 38% Q3 Surge, Initiates Position in Lululemon

Columbia Threadneedle’s Q2 Tech Letter Credits AI Leaders for Outperformance, Cautions on Payments Laggards