Harding Loevner reviews the Global Developed Markets Equity strategy's 2025 performance amidst narrowing US market ...

AECOM benefits from structural infrastructure demand and limited construction risk. Read more on ACM here and why I rate it a ...

In the fourth quarter, the Heartland Small Cap Value Strategy gained 2.98%, compared with the 3.26% return for the Russell ...

We invest in secular growth and innovative businesses across all market capitalizations, with the bulk of the portfolio ...

MiniMax’s Hong Kong-listed shares surged 11% on Wednesday after the company launched its upgraded M2.5 open-source model, ...

We decided to exit the Oracle position and book a short-term tax loss, spreading the capital across several of the ...

The immediate reaction saw rate cut expectations for the US pushed back to July, but with President Donald Trump just ...

In 4Q25, the portfolio (I share class) returned -1.6%, -416 bps behind the MSCI ACWI ex-U.S. Growth Index. Read more here.

Q4 2025 earnings call: record bookings, AI-driven demand, and raised 2026 outlook on revenue, EBITDA and AFFO.

Microsoft's CAPEX surged 66% YoY to $37.5B, but Azure’s 39% growth justifies the investment. Read why MSFT stock is a Strong ...

Bain Capital Specialty Finance (BCSF) offers a 12.1% yield, strong dividend coverage and a 22% NAV discount despite headwinds ...

Prior to this call, DoubleDown issued its financial results for the fourth quarter of 2025 in a press release, a copy of ...