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Seeking Alpha
seekingalpha.com > article > 4940309-diamond-hill-mid-cap-strategy-q2-2026-commentary

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…...

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seekingalpha.com > article > 4940083-pgim-jennison-value-fund-q2-2026-commentary

PGIM Jennison Value Fund Q2 2026 Commentary

2+ day, 15+ hour ago   (9+ words) Seeking Alpha...

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seekingalpha.com > article > 4940090-baron-funds-q2-2026-co-president-letter

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....

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seekingalpha.com > article > 4940071-lazard-international-quality-growth-portfolio-q2-2026-commentary

Lazard International Quality Growth Portfolio Q2 2026 Commentary

2+ day, 16+ hour ago   (16+ words) Seeking Alpha Aree Sarak/iStock via Getty Images...

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seekingalpha.com > article > 4939718-columbia-income-builder-fund-q2-2026-commentary

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…...

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seekingalpha.com > article > 4939443-allspring-special-mid-cap-value-fund-q2-2026-commentary

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…...

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seekingalpha.com > article > 4939171-pzena-large-cap-value-composite-q2-2026-commentary

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,…...

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seekingalpha.com > article > 4939032-timessquare-global-small-cap-q2-2026-commentary

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....

Seeking Alpha
seekingalpha.com > article > 4938955-ave-maria-mutual-funds-q2-2026-market-commentary

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…...

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seekingalpha.com > article > 4938768-calamos-high-income-opportunities-fund-q2-2026-commentary

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,…...