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Hotchkis & Wiley Explains Q2 Lag and Sticks With Marriott Vacations and Kosmos

The firm says narrow AI and semiconductor leadership boosted benchmarks and it will maintain a valuation‑driven, quality focus going forward.

Baron Capital Remains Bullish on Health Care in Q2 Letter

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Mairs & Power’s Balanced Fund Leans into Utilities and Outperforms Benchmark

Baron Small Cap Fund Details 2025 Underperformance, Highlights Vertiv and Adds Neptune, Andersen

Heartland Advisors' Q4 Letters Detail Value Repositioning, New Stakes in WESCO and MarketAxess

Artisan Mid Cap Value Fund Trails in Q3 2025 as AI Winners Contrast Health-Care Weakness

Meta Cast as Most Undervalued AI Stock Heading Into 2026 on Ads Strength, Scale

Madison Investments’ Q3 Letters: Mid Cap Trails, Small Cap Falls as AI Winners Trimmed

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

Columbia Threadneedle Tech Fund Rises 12.06% in Q3, Slightly Trails IT Benchmark