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Schafer Cullen’s Q3 Letter Adds Becton Dickinson, Highlights Applied Materials and Oracle

The letter pairs AI capex beneficiaries with a discounted healthcare leader to explain positioning.

Baron Real Estate Fund Tops REIT Benchmarks in Q3, Details New Iron Mountain Stake

Oakmark Lauds Salesforce’s Profit Push and AI Prospects in Q3 Letter After Exiting the Stock