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Hedge Funds

Aristotle Flags Advanced Energy as Q1 Small-Cap Driver, Holds Position

Aristotle says AI infrastructure spending is driving AEIS’s rally, signaling sustained demand for suppliers of precision power equipment.

TimesSquare Capital’s Q4 Letter Highlights Outperformance and Active Small-Cap Moves

AI Jitters and US Data Extend Indian IT Stock Rout as Benchmarks Slide

Diamond Hill Large Cap Fund Lags in Q4 as AI Rally Lifts Tech Leaders

Mairs & Power Details Q3 Moves as AI Leaders Concentrate 2025 Gains

Cooper Investors Posts Flat Q3, Highlights TKO and CME, Details GE HealthCare Exit

The London Company Releases Q3 Investor Letters, Reports Mixed Performance and Key Portfolio Changes

Palm Valley Capital Fund Holds About 74% Cash in Q3, Lags Small‑Cap Benchmarks

ClearBridge Rotates Large-Cap Growth Portfolio Toward AI Infrastructure After Q3 Lag Versus Benchmark

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