2+ week, 5+ day 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…...

3+ week, 2+ day 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…...

3+ week, 2+ day 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....

3+ week, 4+ day 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…...

3+ week, 5+ day ago   (220+ words) Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the “Large Cap Equity Fund”. The Large Cap Equity Fund’s Institutional Class posted a return of 7.03% in Q2, trailing the 15.49% return of the Bloomberg U.S. 1000 Index. This…...

3+ week, 5+ day ago   (205+ words) Voya Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Voya MI Dynamic Small Cap Fund.” US Equity markets rebounded strongly in the second quarter of 2026, recovering from geopolitical tensions that nearly pushed the S&P…...

4+ week, 1+ day ago   (245+ words) Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Fund” Q2 2026 investor letter. The Fund returned 13.69% in the second quarter of 2026, trailing the Russell 2000 Index’s 21.49% gain as security selection in information technology and industrials weighed on performance despite…...

4+ week, 1+ day ago   (151+ words) Optimist Fund, an investment management company, released its second-quarter 2026 investor letter. Fund performance improved significantly in Q2, achieving a return of 36.3% as tensions in Iran eased. Since inception, it has met its goal of annualized returns of 16.5%. The outlook for the…...