Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
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.
Full Quick Take
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.
