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News
Diamond Hill Mid Cap Strategy Q2 2026 Commentary
1+ day, 22+ hour ago (112+ words) Seeking Alpha - Diamond Hill Mid Cap Strategy returned 8.03% (net of fees) and the Russell Midcap Index returned 13.83%. - Health care holdings were the largest positive contributor during the quarter, while stock selection and an underweight to information technology remained the primary…...
Baron Funds Q2 2026: Co-President's Letter
2+ day, 15+ hour ago (34+ words) Our investment in SpaceX still feels like it’s in the early days. To us, the IPO of SpaceX was a momentous milestone for the company and validation for our investment thesis. Read more here....
Lazard International Quality Growth Portfolio Q2 2026 Commentary
2+ day, 16+ hour ago (16+ words) Seeking Alpha Aree Sarak/iStock via Getty Images...
Columbia Income Builder Fund Q2 2026 Commentary
3+ day, 15+ hour ago (72+ words) Seeking Alpha - Columbia Income Builder Fund Institutional Class shares returned 3.94% for the quarter ended June 30, 2026. - The Personal Consumption Expenditures Price Index posted a 4.1% annual increase in May, in part reflecting higher prices for oil and other key commodities driven by…...
Allspring Special Mid Cap Value Fund Q2 2026 Commentary
4+ day, 17+ hour ago (72+ words) Seeking Alpha - Allspring Special Mid Cap Value Fund underperformed the Russell Midcap Value Index during the second quarter that ended June 30, 2026. - Stock selection in consumer staples and materials contributed the most to relative performance. - Stock selection in information technology and…...
Pzena Large Cap Value Composite Q2 2026 Commentary
6+ day, 18+ hour ago (130+ words) Seeking Alpha - Portfolio performance was strong, but we slightly underperformed the value benchmark, driven primarily by the outsized contribution of information technology, which contributed more than 900 basis points to benchmark performance. - Our strongest contributions came from health care and financials,…...
TimesSquare Global Small Cap Q2 2026 Commentary
1+ week, 2+ hour ago (19+ words) The Global Small Cap Portfolio modestly trailed the MSCI World Small Cap benchmark in the second quarter of 2026....
Ave Maria Mutual Funds Q2 2026 Market Commentary
1+ week, 10+ hour ago (107+ words) Seeking Alpha - The S&P 500® gained 15.2% for the quarter, its strongest quarterly advance since 2020, and finished the first half of the year up roughly 10.2%. - With both readings still well above the Fed's 2% target, policymakers left short-term interest rates unchanged at…...
Calamos High Income Opportunities Fund Q2 2026 Commentary
1+ week, 20+ hour ago (78+ words) Seeking Alpha - For the quarter ending June 30, 2026, the fund returned 2.20% (Class I shares at NAV) compared to the Bloomberg US High Yield 2% Issuer Capped Index's 2.47% return. - From an economic sector perspective, the portfolio holds overweight positions in consumer non-cyclical, energy,…...