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Investor Letters

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

The letters underscore a value tilt toward companies sold off on AI fears.

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

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

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