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Alluvium Global Fund released its Q2 2026 investor letter, noting mixed portfolio performance. The fund highlighted gains in Alphabet driven by cloud growth, alongside positions in Robert Half and H&…
Harbor Mid Cap Value Fund released its Q2 2026 letter, highlighting TD SYNNEX as a top contributor driven by surging AI infrastructure demand. The S&P 500 rallied 15.2% in the quarter, supported by s…
WestEnd Capital Management released its Q2 letter, highlighting S&P 500 profit margins reaching 14.8% and praising Target Corporation's omnichannel retail execution. The letter notes Target's supply …