Bentley Systems (BSY) Becomes an Attractive Opportunity for Madison Small Cap Fund Amid AI Disruption Fears
Madison Investments, an investment advisor, released its “Madison Small Cap Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here. The Fund outperformed its small-cap benchmarks during the third quarter of 2026, despite a challenging environment for quality-focused investors as speculative AI-related stocks retreated, inflation remained persistent, and rising bond yields […] Madison Investments, an investment advisor, has released its "Madison Small Cap Fund" Q3 2026 investor letter, which outperformed its small-cap benchmarks despite a challenging period for quality-focused investors due to AI disruption fears, inflation, and rising bond yields. The Fund's Class R6 shares fell 5.80%, compared to losses of 7.23% for the Russell 2000 and 6.37% for its benchmark. Technology was the strongest sector relative to the benchmark, with software stocks recovering from concerns about AI disruption, health care also rebounded due to core holdings. Looking ahead, Madison remains focused on high-quality companies with strong balance sheets, durable market positions, and attractive valuations.
Veröffentlicht : 5 Stunden zuvor durch Attiya Zainib in Business Finance Tech
Madison Investments, an investment advisor, released its "Madison Small Cap Fund" Q3 2026 investor letter. A copy of the letter can be downloaded here. The Fund outperformed its small-cap benchmarks d... [2684 symbols]
Themen: AI
