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That’s why Evolent Health (EVH) is on the list of securities with the worst ratings of the Carillon Eagle Small Cap Growth Fund


That’s why Evolent Health (EVH) is on the list of securities with the worst ratings of the Carillon Eagle Small Cap Growth Fund

Carillon Tower Advisers, an investment management firm, has released its second quarter 2024 investor letter on the Carillon Eagle Small Cap Growth Fund. A copy of the letter can be downloaded here. Small-cap stocks failed to sustain the positive gains of the first quarter and ended the second quarter in the red. Among style indexes, […]

Is International Game Technology (IGT) stock “undervalued with a catalyst”?


Is International Game Technology (IGT) stock “undervalued with a catalyst”?

Silver Ring Value Partners, an investment management firm, has released its second quarter 2024 investor letter. A copy of it can be downloaded here. The strategy returned -16% (net) over the past 12 months, compared to a return of 23.1% for the Russell 3000 Index and 20.8% for the MSCI World Index over the same […]

Elevance Health (ELV) achieved good earnings growth in 2024


Elevance Health (ELV) achieved good earnings growth in 2024

Artisan Partners, an investment management firm, has released its Artisan Select Equity Fund investor letter for the second quarter of 2024. A copy of the letter can be downloaded here. In the second quarter, the fund returned -0.4% compared to 4.28% for the S&P 500 Index and -2.2% for the Russell 1000 Value Index. Year-to-date, […]