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Investor Letters

Kratos Moves to S&P MidCap 400 as Shares Hit Highs and CIO Is Appointed

Strength in drones plus space supports Kratos’ higher 2025 revenue target.

Loomis Sayles Small Cap Growth Fund Returned 9.37% in Q2, Lagging Russell 2000 Growth

Alger Weatherbie Fund Outpaces Russell 2500 Growth in Q2, Details Drivers in Investor Letter

Mairs & Power Balanced Fund Trails Benchmark in H1 2025 as Managers Reposition Portfolio

Madison Small Cap Fund Reports 4.42% Q2 Gain, Details Portfolio Shifts

Sands Capital Outpaces in Q2, Unwinds Uber, Nike and Airbnb as ClearBridge Details Small‑Cap Headwinds

Brown Capital’s Small Company Fund Lags in Q2 as Letter Cites Stock Picks, Pruning