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Investor Letters

Diamond Hill’s Q1 Letter Details New Bet on Equitable and Flags AIG Pullback

The firm says recent mergers and leadership moves changed stock premiums and that Middle East tensions and shifting AI expectations are driving a more defensive portfolio stance.

5 ARTICLES

4w ago

Qualivian’s Q3 Letter Highlights Outsized Long-Term Gains, AI-Driven Quarter and Portfolio Shift

13 ARTICLES

6mo ago

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

4 ARTICLES

6mo ago

BBH Mid-Cap Fund’s Q3 Letter Flags Underperformance, Portfolio Exits, and Shift4 Weakness

27 ARTICLES

6mo ago

Q3 Fund Letters Expose Wide Performance Gap as AI Leaders Drive Standouts

8 ARTICLES

6mo ago

Ariel Investments Reports Q3 Outperformance Across Value Strategies as Stock Picks Drive Results

7 ARTICLES

7mo ago

Diamond Hill Small Cap Trails Q3 Rally, Citing Sector Skew

6 ARTICLES

7mo ago

Ariel Focus Fund Jumps 20.76% in Q3 as Letter Flags Mosaic and SLB Pressures

10 ARTICLES

7mo ago

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

33 ARTICLES

7mo ago

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

14 ARTICLES

8mo ago

Conestoga Details Mixed Q3 Versus Benchmarks in Investor Letter

13 ARTICLES

8mo ago

Vulcan Reopens Fiserv and Exits CBRE as Aristotle Reviews Corteva Split and Highlights Wells Fargo Turning Point

10 ARTICLES

8mo ago

Artisan Mid Cap Fund Tops Benchmark in Q3, Shifts Toward Defense and Industrials

35 ARTICLES

8mo ago

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

3 ARTICLES

8mo ago

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

11 ARTICLES

8mo ago

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

Investor Letters

Diamond Hill’s Q1 Letter Details New Bet on Equitable and Flags AIG Pullback

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

Oakmark’s Q1 Letters Show Energy Boost and New Value Picks

ClearBridge Mid Cap Trails in Q1 as AI Fears Hit Health Care

Harbor Capital Fund Details Q3 Moves, Touts TSM and Adds Oracle and Toast

Qualivian’s Q3 Letter Highlights Outsized Long-Term Gains, AI-Driven Quarter and Portfolio Shift

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

BBH Mid-Cap Fund’s Q3 Letter Flags Underperformance, Portfolio Exits, and Shift4 Weakness

Q3 Fund Letters Expose Wide Performance Gap as AI Leaders Drive Standouts

Ariel Investments Reports Q3 Outperformance Across Value Strategies as Stock Picks Drive Results

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Investor Letters

Diamond Hill Small Cap Trails Q3 Rally, Citing Sector Skew

Ariel Focus Fund Jumps 20.76% in Q3 as Letter Flags Mosaic and SLB Pressures

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

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

Conestoga Details Mixed Q3 Versus Benchmarks in Investor Letter

Vulcan Reopens Fiserv and Exits CBRE as Aristotle Reviews Corteva Split and Highlights Wells Fargo Turning Point

Artisan Mid Cap Fund Tops Benchmark in Q3, Shifts Toward Defense and Industrials

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

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

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

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Investor Letters