NovaGold Plunges 37% as Kopernik Global All-Cap Fund Slips 6.6% in Q2 2026
Kopernik Global All-Cap Fund underperformed in Q2 2026 as NovaGold Resources plummeted 36.9% amid a broader sell-off in precious metals and a…
Kopernik Global All-Cap Fund underperformed in Q2 2026 as NovaGold Resources plummeted 36.9% amid a broader sell-off in precious metals and a…
The Ensign Group (ENSG) shares faced volatility in Q2 2026 after short-seller reports alleged operational misconduct, though management's rebuttal helped the stock…
Riverwater's Q2 performance lagged as the absence of high-flying SanDisk offset gains, while the firm remains bullish on Methanex's long-term free cash…
Fenimore Asset Management maintains a bullish outlook on Nasdaq, Inc., citing the exchange operator's successful pivot toward stable, non-transactional revenue models in…
Fenimore Asset Management's Q2 2026 performance trailed the broader market, with ExlService Holdings and SiteOne Landscape Supply identified as key detractors from…
Cambiar SMID Fund's 14.39% quarterly gain was tempered by Dolby Laboratories' decline, even as semiconductor exposure provided a necessary offset to the…
Hayden Capital's Q2 2026 letter highlights a 6.9% portfolio gain and questions the sustainability of NVIDIA's earnings multiples amid shifting AI supply…
Caterpillar remains a standout performer for Barometer Capital, bolstered by strong resource cycle demand and critical engine sales for the expanding data…
The S&P 500 rallied 15.2% in Q2 2026, fueled by AI hardware demand, while the Harbor Mid Cap Value Fund outperformed its…
The S&P 500 climbed 15.2% in Q2 2026, marking its best performance since 2020, as investors pivoted toward AI hardware infrastructure and…
Artisan Mid Cap Fund outperformed its benchmark in Q2 2026, driven by gains in healthcare and IT, while increasing its stake in…
Artisan Mid Cap Fund outperformed its benchmark in Q2 2026, fueled by gains in biotech and data center infrastructure plays like Comfort…