This article was written by Follow Wally is the founder and President of Wallace R. Weitz…
Tag: Mutual
Polen U.S. Small Company Growth Q4 2024 Commentary (Mutual Fund:PBSIX)
imagedepotpro/iStock via Getty Images Summary In 2024, U.S. small cap growth was dominated by narrow performance…
Templeton Growth Fund Q4 2024 Commentary (Mutual Fund:TGADX)
This article was written by Follow Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization…
Franklin Mutual Shares Fund Q4 2024 Commentary
Average annual total returns and fund expenses (%) Benchmark(s) Benchmark=Linked Russell 1000 Value Index Performance data…
Third Avenue Small Cap Value Fund Q4 2024 Commentary (Mutual Fund:TASCX)
ekapol/iStock via Getty Images Dear Fellow Shareholders, The Third Avenue Small-Cap Value Fund (TVSVX, the “Fund”)…
Dodge & Cox Global Bond Fund Q4 2024 Shareholder Letter (Mutual Fund:DODLX)
This article was written by Follow Dodge & Cox is one of the largest independently owned…
FMI Global Equity Q4 2024 Review (Mutual Fund:FMIJX)
This article was written by Follow Fiduciary Management, Inc. (“FMI”), founded in 1980, is an independent…
Wedgewood Partners Q4 2024 Client Letter (Mutual Fund:RWGIX)
Galeanu Mihai Curb Your Enthusiasm Source: J.P. Morgan Asset Management Source: J.P. Morgan Asset Management Review…
Fiduciary Management Q4 2024 Investment Strategy Outlook (Mutual Fund:FMIJX)
Urupong As 2024 comes to an emphatic close, those with exposure to risk assets have a…
Artisan Sustainable Emerging Markets Fund Q4 2024 Commentary (Mutual Fund:ARTZX)
This article was written by Follow Artisan Partners is a global investment management firm that provides…
ClearBridge International Growth EAFE Strategy Q4 2024 Commentary (Mutual Fund:LMGNX)
Lemon_tm By Elisa Mazen, Michael Testorf, CFA & Pawel Wroblewski, CFA Emerging Growth Stocks on the…
Oakmark International Equity Market 4Q 2024 Commentary (Mutual Fund:OAKIX)
The securities mentioned above comprise the following preliminary percentages of the Oakmark International Fund’s total net…
Lazard Worldwide High quality Development Portfolio Q3 2024 Commentary (Mutual Fund:ICMPX)
This article was written by Follow Lazard Asset Management is known for its global perspective on…
Honda and Nissan consider mutual production of vehicles -Kyodo By Reuters
TOKYO (Reuters) – Honda (NYSE:) and Nissan (OTC:) are considering producing vehicles in one another’s factories…
Lazard Emerging Markets Equity Advantage Portfolio Q3 2024 Commentary (Mutual Fund:READX)
This article was written by Follow Lazard Asset Management is known for its global perspective on…
Impax Sustainable Allocation Fund Q3 2024 Commentary (Mutual Fund:PAXWX)
This article was written by Follow Founded in 1998, Impax is a specialist asset manager investing…
Impax US Sustainable Economy Fund Q3 2024 Commentary (Mutual Fund:PXWGX)
This article was written by Follow Founded in 1998, Impax is a specialist asset manager investing…
Impax Ellevate Global Women’s Leadership Fund Q3 2024 Commentary (Mutual Fund:PXWEX)
This article was written by Follow Founded in 1998, Impax is a specialist asset manager investing…
Alger Spectra Fund Q3 2024 Commentary (Mutual Fund:SPECX)
This article was written by Follow Founded in 1964, Alger is recognized as a pioneer of…
Thornburg International Equity Fund Q3 2024 Commentary (Mutual Fund:TGVIX)
This article was written by Follow Thornburg Investment Management is a privately owned global investment firm…
Allspring Core Bond Fund Q4 2024 Commentary (Mutual Fund:MBFIX)
This article was written by Follow Allspring is welcoming a new era of investing that pursues…