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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
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"Constructive heading into 2026, expecting further equity gains driven by robust corporate earnings growth, slowing inflation, and supportive rate cuts, despite persistent policy and AI-related volatility."
Carillon Eagle Growth & Income Fund's Q4 2025 commentary highlights a positive end to the year, with the S&P 500 up 17.9% in 2025 despite early fears of AI competition and tariffs. Growth was heavily driven by communication services, technology, and strong corporate earnings. For 2026, the manager remains constructive, citing tailwinds like expected Federal Reserve interest rate cuts, slowing inflation, the 'One Big Beautiful Bill Act' stimulus, and 16% projected EPS growth. Key portfolio holdings contributing positively include AstraZeneca, Lam Research, and Goldman Sachs, while Oracle and Eaton experienced short-term pullbacks despite solid long-term outlooks. The manager emphasizes that company fundamentals and positive earnings revisions remain the primary driver of market returns.
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