Overview
- The fund, which released its first‑quarter letter Tuesday, said Russell Midcap Growth fell 6.35% while Russell Midcap Value rose 3.69%, with energy up 45.23% inside the growth index.
- Carillon said market swings in the quarter followed military strikes on Iran that lifted energy prices, and it signaled confidence that the disruption will fade with possible de‑escalation.
- For Roblox, the letter notes concern about fewer new viral games and tighter views on youth‑focused platforms yet maintains a positive stance based on a large engaged user base and cash generation, with shares at $61.83 on April 20.
- For Teradyne, the manager highlights strength in testing gear for next‑generation memory and application‑specific AI chips and sees room to win share with the world’s largest chipmaker, with the stock at $1,154.69 on April 20.
- Hedge‑fund holdings shifted by quarter‑end, with Roblox in 84 portfolios versus 90 in the prior quarter and Teradyne in 77 portfolios versus 58 previously.