8 results for "value fund"
Brown Advisory Small-Cap Fundamental Value Strategy Q1 2026 Commentary
The Brown Advisory Small-Cap Fundamental Value Strategy was up for the quarter on an absolute basis but trailed its benchmark, the Russell 2000 Value Index. Read more here.…
Third Avenue Real Estate Value Fund Q1 2026 Shareholder Letter
Third Avenue Real Estate Value Fund discusses Q1 2026 performance and new investments in Brookdale and Hang Lung. Read the full analysis for more details.…
GreensKeeper Value Fund Q1 2026 Performers And Detractors
GreensKeeper Value Fund reports Q1 2026 performance and reviews core holdings like Hershey and Visa. Read the full analysis for more details.…
GreensKeeper Value Fund Q1 2026 Letter
GreensKeeper Value Fund declined 8.1% in Q1 amid geopolitical stress but remains focused on undervalued holdings like Berkshire Hathaway. Read the full report.…
4 Mutual Funds Retirees May Be Missing That Have Outperformed The S&P 500
Discover why mutual funds are out of favor, how platforms and fees shape flows, and 4 Morningstar 5‑star picks (growth, tech, small-cap, value).…
Summers Value Partners Q4 2025 Partner Letter
The Summers Value Fund LP returned 6.7% net in 2025, trailing Russell 2000 Index ETF, which returned 12.7%, and Russell 2000 Value Index ETF, which returned 12.4%. Read more here.…
Carillon Eagle Mid Cap Growth Fund Q1 2026 Commentary
Mid-cap stocks delivered mixed results in the first quarter as value notably outperformed growth. Read more here.…
Foreign forces promote ‘lying flat’ messages to undermine China’s economy: MSS
Foreign funding is behind spread of narrative intended to erode young people’s spirit and social values, Ministry of State Security says.…