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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
|---|---|---|---|---|---|---|---|
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"The Carillon Eagle Mid Cap Growth Fund is maintaining a constructive yet selective stance, avoiding high-valuation speculative tech in favor of reasonably priced AI adopters, high-quality defensive healthcare distributors, and resilient consumer experience plays."
In Q3 2025, mid-cap stocks extended gains, with value outperforming growth. The Carillon Eagle Mid Cap Growth Fund observed strong performance from Monolithic Power Systems, Wynn Resorts, and Alnylam, while facing near-term headwinds from holdings like Trade Desk, Axon Enterprise, and Wingstop. The investment team remains constructive on the economic outlook, citing interest rate cuts and persistent secular drivers like AI. To manage valuation risks, the fund is focusing on high-quality 'AI adopters' over overpriced 'AI infrastructure' stocks, while maintaining positive outlooks in aerospace & defense, natural gas, and select healthcare and consumer companies.
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Algorithmic conviction, macroeconomic posture, and risk appetite signals extracted from this quarterly letter with qualitative explanations.
Market Conviction
High-conviction positioning: The Carillon Eagle Mid Cap Growth Fund is maintaining a constructive yet selective stance, avoiding high-valuation speculative tech in favor of reasonably priced AI adopters, high-...
Growth Outlook
Market outlook remains above average conviction: The Carillon Eagle Mid Cap Growth Fund is maintaining a constructive yet selective stance, avoiding high-valuation speculative tech in favor of reasonably priced AI adopters, high-...
Risk Appetite
Risk appetite posture is moderate conviction: The Carillon Eagle Mid Cap Growth Fund is maintaining a constructive yet selective stance, avoiding high-valuation speculative tech in favor of reasonably priced AI adopters, high-...
Capital Deployment
Manager actively deployed capital into high-conviction opportunities. The Carillon Eagle Mid Cap Growth Fund is maintaining a constructive yet selective stance, avoiding high-valuation speculative tech in favor of reasonably priced AI adopters, high-...
Forward Guidance
Forward guidance signal: The Carillon Eagle Mid Cap Growth Fund is maintaining a constructive yet selective stance, avoiding high-valuation speculative tech in favor of reasonably priced AI adopters, high-...
Language Signal
Tone analysis indicates above average conviction language: The Carillon Eagle Mid Cap Growth Fund is maintaining a constructive yet selective stance, avoiding high-valuation speculative tech in favor of reasonably priced AI adopters, high-...
Perceived Risk
Perceived risk level is evaluated as above average conviction. The Carillon Eagle Mid Cap Growth Fund is maintaining a constructive yet selective stance, avoiding high-valuation speculative tech in favor of reasonably priced AI adopters, high-...
Opportunity Density
Opportunity density index indicates above average conviction actionable entry points. The Carillon Eagle Mid Cap Growth Fund is maintaining a constructive yet selective stance, avoiding high-valuation speculative tech in favor of reasonably priced AI adopters, high-...
Time Horizon
Investment time horizon reflects a high conviction orientation. The Carillon Eagle Mid Cap Growth Fund is maintaining a constructive yet selective stance, avoiding high-valuation speculative tech in favor of reasonably priced AI adopters, high-...
