Fred Alger Management, an investment management firm, released its Q4 2025 “Alger Weatherbie Specialized Fund” investor letter. A copy of the letter can be downloaded here. The fund focuses on investing in a portfolio of 50 small and mid-cap companies with promising growth potential. The US stock market ended the fourth quarter on a strong…
Fred Alger Managementan investment management company, published its Q4 2025 investor letter “Alger Small Cap Focus Fund.” A copy of the letter can be downloaded here. The US stock market ended the fourth quarter on a strong note, with the S&P rising 2.7%, maintaining its steady bullish momentum. Investor optimism was supported by better-than-expected corporate…
Wedgewood Partners, an investment management firm, released its Q4 2025 investor letter. The firm anticipates greater market volatility in the coming years and has tempered its enthusiasm. A copy of the letter can be downloaded here. The Wedgewood Composite returned -1.8% (net) in the fourth quarter compared to 2.7% for the S&P 500, 1.1% for…
Fred Alger Management, an investment management firm, published its Q4 2025 investor letter “Alger Small Cap Focus Fund.” A copy of the letter can be downloaded here. The US stock market ended the fourth quarter on a strong note, with the S&P rising 2.7%, maintaining its steady bullish momentum. Investor optimism was supported by better-than-expected…
Fundsmith, a London-based investment management company, has published its 2025 annual investor letter for its “Fundsmith Equity Fund.” A copy of the letter can be downloaded here. The fund focuses on investing in stocks globally. The T Class Accumification shares in which the company invested returned 0.8% in 2025, compared to 12.8% for the MSCI…
ClearBridge Investments, an investment management company, published its “ClearBridge Growth Strategy” investor letter for Q4 2025. A copy of the letter can be downloaded here. US stocks posted a strong but volatile performance in the fourth quarter, with the S&P 500 index returning 2.7%, while the benchmark Russell Midcap Growth index declined 3.7%. In this…
ClearBridge Investments, an investment management company, published its “ClearBridge Growth Strategy” investor letter for Q4 2025. A copy of the letter can be downloaded here. US stocks posted a strong but volatile performance in the fourth quarter, with the S&P 500 index returning 2.7%, while the benchmark Russell Midcap Growth index declined 3.7%. In this…
Artisan Partners, an investment management firm, published its Q3 2025 “Artisan Mid Cap Value Fund” investor letter. A copy of the letter can be downloaded here. For the quarter, the fund’s ARTQX Investor Class Fund returned 0.97%, the Advisor Class Fund APDQX returned 0.98%, and the Institutional Class Fund APHQX returned 0.97%, compared to a…
Alpha Wealth Funds, LLC, an investment management firm, released its Q3 2025 letter to the Insiders Fund. A copy of the letter can be downloaded here. The fund returned 4.96% in September, bringing the year-to-date return to 21.37%. This compares to the benchmark, the S&P 500’s September performance of 3.65% and year-to-date performance through September…
Bristol Gate Capital Partners, an investment management firm, published its Q3 2025 investor letter for the “US Equity Strategy.” A copy of the letter can be downloaded here. The strategy underperformed the benchmark, the S&P 500® Total Return Index, this quarter, but still outperformed the index in dividend growth. The underperformance was due to a…
