2024-07-25 06:00:00 ET
Summary
- The Madison Mid Cap Fund (Class Y) decreased 4.30% in the second quarter of 2024, compared to the 3.35% decrease in the Russell Midcap Index.
- The top five contributors for the quarter were Arch Capital Group, Amphenol, Arista Networks, Carlisle Companies, and Liberty Media-Formula One.
- During the quarter, we added one new holding, Teledyne Technologies.
- We trimmed our positions in Arista Networks and Carlisle Companies.
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For further details see:
Madison Mid Cap Fund Q2 2024 Investment Strategy Letter