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GenAI-Powered Agents Bring Promise Of Digital Assistants Back To Life

OpenAI took the wraps off its new GPT-4o model and an accompanying update to ChatGPT. Google unveiled a range of updates to its Gemini model and showed an impressive set of implementations...

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Aristotle Capital Focus Growth Q1 2024 Commentary

For Q1 2024, Aristotle Atlantic’s Focus Growth Composite posted a total return of 10.42% gross of fees, underperforming the 11.41% total return of the Russell 1000 Growth Index...

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Aristotle Capital Large Cap Growth Q1 2024 Commentary

For Q1 2024, Aristotle Atlantic’s Large Cap Growth Composite posted a total return of 9.74% gross of fees, underperforming its benchmark Index. Click here to read more...

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AAPL

Aristotle Capital Core Equity Q1 2024 Commentary

For Q1 2024, Aristotle Atlantic’s Core Equity Composite posted a total return of 12.02% gross of fees, outperforming the S&P 500 Index, which recorded a total return of 10.56%...

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Diamond Hill Small Cap Fund Q1 2024 Market Commentary

In a volatile first quarter of 2024, markets moved choppily higher, delivering positive returns across most regions and countries...

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Baron Technology Fund Q1 2024 Shareholder Letter

During Q1 2024, Baron Technology Fund rose 14.73% (Inst.) outperforming the MSCI ACWI Information Technology Index. Click here to read more...

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Baron Fifth Avenue Growth Fund Q1 2024 Shareholder Letter

Baron Fifth Avenue Growth Fund gained 12.6% during the first quarter, which compares favorably to gains of 11.4% for the Russell 1000 Growth Index and 10.6% for the S&P 500 Index...

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AAPL

Huawei flagship store surge in China signals showdown with Apple

Huawei is revamping its retail strategy and aggressively opening flagship stores in China, with some just a stone's throw away from Apple shops, as it seeks to retake the premium electronics throne in the world's biggest smartphone market. Situated directly across from Apple's Shanghai flagship store, Huawei's recently renovated shop spans three floors of a famous heritage architecture building in the financial hub's busy shopping district and includes a coffee shop and a gym. Huawei opened four such stores in major Chinese cities between December and February, an aggressive marketing blitz by a company that had largely relied on licensed distributors and is rebounding from U.S. sanctions imposed in 2019 that had crippled its smartphone business for four years until it could source domestic replacement parts...

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Apple: Preparing For A Future-Defining WWDC

Apple's shareholders expect major announcements at its Worldwide Developers Conference. See why I find AAPL stock slightly overvalued and reiterate as a hold...

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Google I/O Event Expectations Run High Amid OpenAI, Microsoft Rivalry

Expectations run high ahead of Alphabet's Google I/O conference for software developers today, with analysts anticipating a slew of AI announcements...

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