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Bill Ackman's Pershing Square funds underperformed the S&P 500 in 2024. He reshuffled holdings, adding Netflix, Visa, Mastercard, and others, while addressing PSUS's wide discount and planning a new …
Enterprise Products Partners (EPD) is poised to outperform the S&P 500 due to ongoing Middle East tensions boosting U.S. oil exports, with Q2 earnings serving as a potential catalyst.
Rewey Asset Management's Q2 2026 letter highlights small/mid-cap outperformance vs S&P 500 and Magnificent 7, featuring Vontier Corp (VNT) as a top holding, but VNT isn't a tracked symbol.
T. Rowe Price's TCAF ETF has drawn $5.5B in inflows with a low 0.31% fee and concentrated GARP stock-picking, but has underperformed SPY by 17-20% due to avoiding megacap tech overweights.