Meridian Funds, managed by ArrowMark Partners, released its “Meridian Hedged Equity Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here. News of declining inflation and the potential for lower interest rates in 2024 fueled optimism in the final months of the year. Equities saw a broad rally, with small […]
Artisan Partners, an investment management company, released its “Artisan Select Equity Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here. In the fourth quarter, Investor Class: ARTNX returned 12.84%, its Advisor Class: APDNX returned 12.92%, and Institutional Class: APHNX returned 12.88% compared to S&P 500 Index’s 11.69% return. In addition, […]
Chartwell Investment Partners, LLC, an affiliate of Carillon Tower Advisers, Inc., released the “Carillon Chartwell Mid Cap Value Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here. The most significant news of the last quarter was the sudden reversal of the interest rate increase that took place during the summer. This […]
Artisan Partners, an investment management company, released its “Artisan Select Equity Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here. In the fourth quarter, Investor Class: ARTNX returned 12.84%, its Advisor Class: APDNX returned 12.92%, and Institutional Class: APHNX returned 12.88% compared to S&P 500 Index’s 11.69% return. In addition, […]
Artisan Partners, an investment management company, released its “Artisan Select Equity Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here. In the fourth quarter, Investor Class: ARTNX returned 12.84%, its Advisor Class: APDNX returned 12.92%, and Institutional Class: APHNX returned 12.88% compared to S&P 500 Index’s 11.69% return. In addition, […]