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Curreen Capital Flags V.F. Corp and Fortrea After Strong Q2 Return

The fund says spinoffs and undervalued turnaround stocks drove its outperformance and point to specific recovery candidates for further upside.

Baron Capital Reaffirms Long-Term Bullish View on Health Care and Repositions Fund

Fundsmith Flagged H1 Weakness and Adds New Positions as It Shifts Tactics

L1 Capital Q2 Letters Show Gains Fueled by AI Bets, Commodity Split

Renaissance Exits Gartner and Copart as It Rotates Into TJX, Zoetis and AI Supply Chains

Bill Ackman Says He Bought Four New Stocks but Will Reveal Names in Q2 Filing

Baron Real Estate Fund Buys Caesars, Reenters Public Storage and Keeps Conviction in Blackstone

Argosy Reframes Portfolio After Q1 Letter on AI Capex Risks

Eagle Capital Lays Out Concentrated Bets on Humana, MercadoLibre and Workday

Artisan Mid Cap Fund Posts Q1 Loss, Tops Benchmark as It Buys Roblox and DoorDash

Nightview Capital Pivots to Enterprise Software, Builds Nvidia Stake and Buys Autodesk

Alger Mid Cap Fund Reports Q1 Lag as AI Shift and Oil Shock Recast Portfolio Drivers

Heartland Mid Cap Value Fund Beats Benchmark in Q1 as Investor Letter Highlights Core Picks

American Century Adds to EVERTEC as Shares Lag Despite Double-Digit Q4 Growth

Parnassus Mid Cap Fund Details Q4 Outperformance and Defensive Repositioning

Meta Slides as Investors Doubt Returns on AI Capital Spending

iMGP Small Company Fund Pins Q4 2025 Lag on Biotech Rally, Details Key Stock Moves

Wedgewood Calls TSMC the 'Enabler of the AI Era' as HPC Revenue Soars and Stock Nears $1.8 Trillion

Right Tail Capital Reaffirms Alphabet as Core Holding in Q4 Letter, Notes 2025 Underperformance Versus Benchmarks

Minot Light’s Q3 Letter Posts 7.6% Gain, Trails Micro‑Cap Benchmark, Highlights Arq, Lucid and Stran