Group 1 - TimesSquare Capital Management's "U.S. Focus Growth Strategy" reported a gross return of 11.79% and a net return of 11.56% in Q2 2025, underperforming the Russell Midcap Growth Index which returned 18.20% [1] - The second quarter saw double-digit returns in equities, with growth indexes outperforming value counterparts, while global risk factors like Beta, Momentum, and Residual Volatility were rewarded [1] - In U.S. small and mid-cap growth indexes, better returns were observed in stocks with high valuations, negative earnings, or low returns on equity [1] Group 2 - Amphenol Corporation (NYSE:APH) reported a one-month return of 7.54% and an impressive 87.69% increase in value over the last 52 weeks, closing at $119.09 per share with a market capitalization of $145.399 billion on September 10, 2025 [2] - Amphenol's sales in Q2 2025 increased by 57% in U.S. dollars and 56% in local currencies, reaching $5.650 billion, driven by strong performance across all end markets, particularly data centers [4] - The company experienced a 51% increase in stock price, attributed to higher-than-anticipated revenues and earnings [3]

Group 1 - The Carillon Scout Mid Cap Fund's second quarter 2025 investor letter indicates that the Russell Midcap Index experienced positive returns despite a sell-off in early April due to tariff announcements, with delays in tariff collection allowing for better negotiations among trading partners [1] - Coca-Cola Consolidated, Inc. (NASDAQ:COKE) was highlighted as a key stock, showing a one-month return of 6.71% but a 52-week loss of 4.78%, with a market capitalization of $10.65 billion as of September 09, 2025 [2] - The fund noted that Coca-Cola Consolidated, Inc. is one of the largest bottlers in the U.S., facing challenges from higher costs but expecting earnings improvement due to strong brand performance [3] Group 2 - Coca-Cola Consolidated, Inc. was held by 37 hedge fund portfolios at the end of the second quarter, an increase from 22 in the previous quarter, indicating growing interest among institutional investors [4] - The analysis suggests that while Coca-Cola Consolidated, Inc. has investment potential, certain AI stocks may offer greater upside with less risk, reflecting a shift in investment focus [4]