The fund outperformed the Russell Midcap Growth Index during the first quarter that ended March 31, 2026.
Vertiv Holdings Co. benefited from a sharp acceleration of growth in its order book and continued ability to win market share from legacy players in the cooling space.
Curtiss-Wright Corp. reported a strong quarter with solid results and steady backlog growth, and we maintained our position as we view the company as a durable compounder.
Producing advanced alloys is both complex and capital intensive, giving Carpenter Technology Corp. robust pricing power, which drove outsized earnings growth during the quarter.
AppLovin Corp. demonstrates strong fundamental performance with clear visibility into purchase conversions driven by its platform.
