Carillon Tower: “Ritchie Bros. Auctioneers (RBA) Remains a Compelling Secular Growth Story”
Carillon Tower Advisers, an investment management firm, published its “Carillon Eagle Small Cap Growth Fund” first quarter 2021 investor letter – a copy of which can be downloaded here. Small-cap stocks advanced once again in the first quarter of 2021. However, there was a rather considerable disparity among the two style indexes, as the Russell 2000® Growth Index (up 4.87%) significantly lagged its Russell 2000® Value Index counterpart (up 21.16%). You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Carillon Eagle Small Cap Growth Fund, in their Q1 2021 investor letter, mentioned Ritchie Bros. Auctioneers Incorporated (NYSE: RBA), and shared their insights on the company. Ritchie Bros. Auctioneers Incorporated is a Burnaby, Canada-based auction company that currently has a $6.8 billion market capitalization. Since the beginning of the year, RBA d
Is Landstar System Inc. (LSTR) A Smart Long-Term Buy?
Carillon Tower Advisers, an investment management firm, published its “Carillon Eagle Small Cap Growth Fund” first quarter 2021 investor letter – a copy of which can be downloaded here. Small-cap stocks advanced once again in the first quarter of 2021. However, there was a rather considerable disparity among the two style indexes, as the Russell 2000® Growth Index (up 4.87%) significantly lagged its Russell 2000® Value Index counterpart (up 21.16%). You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Carillon Eagle Small Cap Growth Fund, in their Q1 2021 investor letter, mentioned Landstar System, Inc. (NASDAQ: LSTR), and shared their insights on the company. Landstar System, Inc. is a Jacksonville, Florida-based transport company that currently has a $6.8 billion market capitalization. Since the beginning of the year, LSTR delivered a 32.47% return, extending its 12-month gains to 72.88%
Is Pegasystems Inc. (PEGA) A Smart Long-Term Buy?
Carillon Tower Advisers, an investment management firm, published its “Carillon Eagle Small Cap Growth Fund” first quarter 2021 investor letter – a copy of which can be downloaded here. Small-cap stocks advanced once again in the first quarter of 2021. However, there was a rather considerable disparity among the two style indexes, as the Russell 2000® Growth Index (up 4.87%) significantly lagged its Russell 2000® Value Index counterpart (up 21.16%). You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Carillon Eagle Small Cap Growth Fund, in their Q1 2021 investor letter, mentioned Pegasystems Inc. (NASDAQ: PEGA), and shared their insights on the company. Pegasystems Inc. is a Cambridge, Massachusetts-based software company that currently has a $9.8 billion market capitalization. Since the beginning of the year, PEGA delivered a -8.98% return, while its 12-month gains are up by 40.07%. As of M