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News
FPA Queens Road Small Cap Value Fund’s Q2 2026 Investor Letter
16+ hour, 20+ min ago (253+ words) Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter. The Fund returned 27.02% in the first half of 2026, outperforming the Russell 2000 Value Index’s 22.99% gain and the S&P 600 Index’s 23.90% return. Small-cap…...
Aristotle Value Equity Fund’s Q2 2026 Investor Letter
4+ day, 12+ min ago (268+ words) Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Fund” Q2 2026 investor letter. The Fund delivered a 4.32% total return in Q2 2026, underperforming the 13.87% gain for the Russell 1000 Value Index and the 15.20% return for the S&P 500, while its 1.99% year-to-date…...
Baron Focused Growth Fund’s Q2 2026 Investor Letter
4+ day, 14+ hour ago (232+ words) Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Focused Growth Fund”. In the second quarter, the Baron Focused Growth Fund achieved a 13.26% gain, still trailing the Russell 2500 Growth Index’s 24.02% return. The underperformance was driven by…...
BBH Select Mid Cap ETF’s Q2 2026 Investor Letter
4+ day, 15+ hour ago (218+ words) Brown Brothers Harriman, an investment management company, released its Q2 2026 investor letter for the “BBH Select Mid Cap ETF”. In the quarter, the fund increased 9.7% on a total return basis compared to the Russell Midcap Index’s 13.8% return. Artificial intelligence is a…...
Crossroads Capital’s Q2 2026 Investor Letter
4+ day, 15+ hour ago (189+ words) Crossroads Capital LLC, an investment management firm, published its second-quarter 2026 investor letter. The Fund increased by 11.5% net of fees and expenses during the quarter. Since its founding, the fund has compounded at a net rate of 17.9%. By the end of…...
Madison Large Cap Fund’s Q2 2026 Investor Letter
4+ day, 16+ hour ago (225+ words) Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Large Cap Fund”. In the second quarter, U.S. stock market indices achieved their best performance since 2020, driven largely by a narrow group of Artificial Intelligence-related stocks....
Massif Capital’s Q2 2026 Investor Letter
4+ day, 16+ hour ago (213+ words) Massif Capital, an investment management company, released its “Massif Capital Real Assets Strategy” second quarter 2026 investor letter. In the quarter, the strategy fell 5.16% net of fees, bringing year-to-date returns to 10.7%. April and May were strong, but June losses in European…...
Eagle Capital Management’s Q2 2026 Investor Letter
5+ day, 18+ hour ago (214+ words) Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations,…...
Baron Small Cap Fund’s Q2 2026 Investor Letter
6+ day, 17+ hour ago (235+ words) Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Small Cap Fund.” Baron Small Cap Fund gained 12.57% (Institutional Shares) in the second quarter, trailing the Russell 2000 Growth Index’s 25.71% return. U.S. equities rebounded sharply after March’s…...
Pershing Square Holdings’ Q2 2026 Investor Letter
6+ day, 17+ hour ago (172+ words) Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. Pershing Square is an alternative asset manager that primarily manages capital in publicly traded investment vehicles, with 98% of its capital structure dedicated to such assets, including Howard…...