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US Equities

L1 Capital Q3 Letters Show Rebalancing: Nvidia Initiated, HCA Trimmed, Resources Favored

Managers emphasize valuation discipline after AI-led market concentration.

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

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

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

Columbia Seligman Tech Fund Lags Benchmark in Q2 as AI Bets Lead Contributors