The curated database of hedge funds that publish investor letters. Research by geography, strategy, and schools of thought.
| # | Fund | Strategy | Style | Geography | AUM | Latest Letter |
|---|---|---|---|---|---|---|
As of Oct 30, 2026
The Carillon Eagle Growth & Income Fund underperformed its S&P 500 benchmark during the third quarter of 2026 as extreme market narrowness and dividend-style headwinds weighed heavily on performance. While the broader capitalization-weighted index posted moderate gains driven by an 11.1% surge in the Magnificent Seven, breadth deteriorated significantly, evidenced by a 1.9% decline in the equal-weighted benchmark. Higher-yielding dividend payers dropped 1.0% in contrast to a 4.5% advance for lower-yielding equities. The portfolio ended the period holding 48 issues with total net assets of $474.96 million. Macroeconomic uncertainty remained elevated throughout the quarter, highlighted by 10-year US Treasury yields crossing 5%, crude oil spiking beyond $100 per barrel amid Middle East turmoil, and upcoming political elections. The investment team noted that capital markets have developed an acute dependence on the artificial intelligence capital-spending cycle. Drawing historical parallels to the late-1990s technology bubble, the team cautioned that any slowdown in AI deployment or questioned return on investment could trigger outsized corrections across interconnected tech, power, and industrial supply chains. Top portfolio performers included Microsoft and Chevron, which benefited from enterprise cloud adoption and surging energy prices, respectively, alongside steady operational gains from Intercontinental Exchange and AT&T. Performance was dragged down by optical supply chain friction at Corning, wafer fabrication cyclicality concerns at Lam Research, and rate-sensitive housing pressures on Home Depot. The strategy remains committed to high-quality dividend compounders displaying resilient balance sheets and reasonable valuations capable of weathering volatile macroeconomic regimes.
The fund seeks long-term capital growth and income by investing in high-quality companies with above-median dividend yields, attractive valuations, durable cash flows, and solid balance sheets capable of compounding across varying economic environments.
The team expects market narrowness and macroeconomic crosscurrents to persist, anticipating that the heavy market concentration in AI will eventually unwind in favor of high-quality value equities with attractive yields and durable cash flows.
Neutral / Balanced
Market Conviction
Growth Outlook
Risk Appetite
Capital Deployment
Forward Guidance
Language Signal
Perceived Risk
Opportunity Density
Time Horizon
Top Conviction Themes
Key Catalysts
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