Tag: Herersquos
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Big Changes Are Coming to 401(k) Contribution Limits. Here’s What to Know.
Tada Images / Shutterstock.com On November 13, the Internal Revenue Service (IRS) announced some sweeping changes to contribution limits for 401(k) savers who may be part of the investor cohort who are willing and able to maximize these retirement accounts. The IRS raised 401(k) contribution limits to $24,500 for 2026, up $1,000 from 2025. Workers read more
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Here’s How an Underweight Exposure to Tesla (TSLA) Impacted Aristotle Atlantic’s Large Cap Growth Strategy
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Large Cap Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the quarter, the US equity market rallied, with the S&P 500 Index reaching 8.12%. Bonds also finished higher in the period, with the Bloomberg U.S. Aggregate Bond Index read more
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Here’s What Impacted Tradeweb Markets (TW) in Q3
Baron Funds, an investment management company, released its “Baron FinTech Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the third quarter, the fund fell 4.29% (Institutional Shares) compared to a 1.90% decline for the FactSet Global FinTech Index (Benchmark). Since its inception, the fund has appreciated at an read more
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Here’s Hinde Group’s Investment Thesis for Becton, Dickinson and Company (BDX)
Hinde Group, an investment management company, has released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned 14.37% (gross) and 13.93% (net) compared to 8.12% for the S&P 500 Total Return. The YTD return was 36.44% (gross) and 34.91% (Net) compared to 14.83% for the Index. The read more
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