Aristotle Atlantic Partners, LLC, an investment advisor, released its “Large Cap Growth Strategy” second-quarter 2025 ...

Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Large Cap Disciplined Value Fund” ...

The S&P 500 has reached a very high level of concentration, with the top 10 stocks driving 54% of its market cap gains since ...

The post Madison Large Cap Fund Reports 3.1% Growth in Q2 2025 appeared first on Self Employed. Madison Investments announced ...

Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Large Cap Disciplined Value Fund” ...

The Madison Large Cap Fund (class I) decreased 0.93% in the first quarter of 2025, compared to the 4.27% decline in the S&P 500 index. Read more here.

The Magnificent Seven represent 34.1% of the S&P 500 as of May 2025, up from 12.3% in 2015. From 2015 to 2024, these seven companies achieved a 697.6% return, outperforming the S&P 500. In 2025 ...

Summary Investors pulled back from the Russell 2000 in Q1 2025, driving a 9.5% decline and underperformance versus large caps, with the S&P 500 declining 4.3% over the same period. Small-cap CAPE ...