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Investor Letters

Broyhill’s Q1 Letter Cites 6% Drop, Defends IQVIA Against AI Fears

The manager sees IQVIA’s share weakness as an AI‑driven mispricing.

Conestoga’s Smid-Cap Strategy Fell 10% in Q1, Lagging Russell 2500 Growth

Conestoga and Wedgewood Detail Q1 Results and Portfolio Moves in Investor Letters

YCG Reaffirms Linde as High-Quality Holding as Shares Close at $484.74

Fund Letters Highlight Q4 2025 Results, Stock Drivers, and Repositioning for 2026

Conestoga Details Mixed Q3 Versus Benchmarks in Investor Letter