Baron Funds, an investment management company, published its Q3 2025 “Baron Technology Fund” investor letter. A copy of the letter can be downloaded here. US stocks rose in the third quarter after the previous quarter. In the third quarter, the fund returned 5.89% (institutional stocks), but underperformed the 12.76% return of the MSCI ACWI Information…
Artisan Partners, an investment management firm, published its Q3 2025 “Artisan Mid Cap Fund” investor letter. A copy of the letter can be downloaded here. Global stock markets continued to strengthen in the third quarter, ending the period with double-digit year-to-date gains. For the quarter, the fund’s ARTMX Investor Class Fund returned 8.80%, the Advisor…
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the The best Wide Moat stocks to buy right now. The company’s wide moat is due to cost advantage and intangible assets. On October 7, Bank of America Securities analyst Robert Cheng reiterated a “Buy” rating on the company’s shares, setting a price target of $330.00….
LRT Capital Management, an investment management firm, published its Q3 2025 investor letter “LRT Global Opportunities Strategy.” A copy of the letter can be downloaded here. The strategy leverages a systematic long/short approach to generate positive returns while effectively controlling downside risks and maintaining low net exposure to the equity markets. In September, the strategy…
ClearBridge Investments, an investment management company, published its Q3 2025 investor letter “ClearBridge Large Cap Growth Strategy.” A copy of the letter can be downloaded here. Stocks continued their upward trajectory in the third quarter, with the S&P 500 index rising 8.1% and the tech-heavy Nasdaq Composite rising 11.2% to hit all-time highs. Investor optimism…
ClearBridge Investments, an investment management company, published its Q3 2025 investor letter “ClearBridge Large Cap Growth Strategy.” A copy of the letter can be downloaded here. Stocks continued their upward trajectory in the third quarter, with the S&P 500 index rising 8.1% and the tech-heavy Nasdaq Composite rising 11.2% to hit all-time highs. Investor optimism…
