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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.

Vulcan Reopens Fiserv and Exits CBRE as Aristotle Reviews Corteva Split and Highlights Wells Fargo Turning Point

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