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Quality Growth
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 15, 2025 |
Parnassus Core Equity Fund Andrew Choi
|
View | AI, Quality Growth | AAPL, AZO, BRO, BSX, DE, FI, GOOG, GWW, ICE, INTU, KLA GR, ORCL, TMO | Artificial Intelligence, quality growth, semiconductors, software, U.S. Equities |
| 2025 Q3 | Oct 14, 2025 |
Cooper Investors Global Equities Fund (Unhedged) Peter Cooper
|
View | Quality Growth, Software | BME LN, CME, G24 GR, GEHC, TKO | Derivatives, infrastructure, Quality, risk management, software |
| 2025 Q3 | Oct 16, 2025 |
Brown Advisory Large-Cap Growth Strategy Ken Stuzi
|
View | AI, Quality Growth | CDNS, FICO, GOOG, INTU, IOT, ISRG, MRVL, NFLX, NVDA, TTD, WDAY, WST | Artificial Intelligence, Large Caps, quality growth, semiconductors, software |
| 2025 Q3 | Oct 16, 2025 | View | AI, Quality Growth | ADS GR, UMG | Artificial Intelligence, Consumer Brands, quality growth, semiconductors, technology | |
| 2025 Q3 | Oct 16, 2025 |
Polen Capital – Global Growth Damon Ficklin
|
View | AI, Quality Growth | IDXX, NVDA, ORCL, SBUX | Artificial Intelligence, consumer, healthcare, quality growth, semiconductors |
| 2025 Q3 | Oct 16, 2025 |
Platinum International Brands Fund Nikola Dvornak
|
View | Consumer, Quality Growth | AS, BIRK, WWW | Brand Strength, Consumer Brands, Footwear, quality growth, retail |
| 2025 Q3 | Oct 14, 2025 |
Vulcan Value Partners – All Cap C.T. Fitzpatrick
|
View | Quality Growth, Value Investing, Capital Discipline | - | Capital Allocation, free cash flow, Long-Term Investing, Quality, value |
| 2025 Q2 | Jul 21, 2025 |
Wasatch Long/Short Alpha Fund Mick Rasmussen
|
View | Quality Growth, Long/Short | FN, GWRE, HQY, INSP, NSA, RKLB, SG, SKY | Defensive, Long/Short, Quality, valuation |