Core Insights - Carillon Tower Advisers released its third-quarter 2025 investor letter for the Carillon Eagle Growth & Income Fund, highlighting the S&P 500 Index's year-to-date return of 13.7% and emphasizing the reliance on AI deployment as a key market driver [1] Company Performance - Accenture plc (NYSE:ACN) was highlighted as a significant stock in the fund's portfolio, with a one-month return of 1.19% and a 52-week loss of 34.48%, closing at $242.56 per share with a market capitalization of $150.421 billion on November 11, 2025 [2] - Concerns regarding Accenture's decelerating revenue growth due to government contract cancellations and reduced discretionary IT spending were noted, although fiscal fourth-quarter results indicated that these fears may have been exaggerated [3] Financial Metrics - Accenture reported revenues of $17.6 billion for the fiscal fourth quarter of 2025, marking a 7% increase in U.S. dollars and 4.5% in local currency [4] - The number of hedge funds holding Accenture shares decreased from 69 to 65 in the second quarter of 2025, indicating a slight decline in popularity among institutional investors [4]

Core Insights - Columbia Threadneedle Investments reported strong market performance in Q3 2025, with a composite return of 12.06%, slightly below the S&P Global 1200 Information Technology Index's return of 12.82% [1] - The fund's positive stock selection contributed to its relative performance during the quarter [1] Company Analysis: Accenture plc (NYSE:ACN) - Accenture plc's stock experienced a one-month return of 0.78% but saw a significant decline of 27.28% over the past 52 weeks, closing at $250.10 on October 31, 2025, with a market capitalization of $155.097 billion [2] - The company's quarterly results showed mixed signals, with strong growth and margin expansion but new bookings lagging expectations, raising concerns about demand sustainability [3] - Despite the challenges, Accenture is securing large-scale AI and digital transformation projects, maintaining its strategic position in generative AI services [3] Market Position and Investment Sentiment - Accenture is not among the top 30 most popular stocks among hedge funds, with 65 hedge fund portfolios holding its stock at the end of Q2 2025, down from 69 in the previous quarter [4] - The company reported revenues of $17.6 billion for fiscal Q4 2025, reflecting a 7% increase in U.S. dollars and 4.5% in local currency [4] - While Accenture is recognized for its potential, there are suggestions that other AI stocks may offer greater upside potential with less downside risk [4]

Core Insights - ClearBridge Investments reported strong equity performance in Q3 2025, with the S&P 500 Index rising 8.1% and the Nasdaq Composite increasing 11.2% to record highs, driven by favorable economic conditions and strong corporate earnings, particularly in technology [1] - The ClearBridge Large Cap Growth Strategy underperformed the benchmark due to underexposure to perceived AI winners and holding stocks considered AI losers [1] Company-Specific Insights - Accenture plc (NYSE:ACN) experienced a one-month return of -3.78% and a 52-week loss of 32.28%, closing at $245.32 with a market capitalization of $152.589 billion on October 3, 2025 [2] - ClearBridge exited positions in Accenture due to concerns over decelerating growth in its consulting business and muted tech spending, which impacted its outsourcing demand [3] - In Q4 2025, Accenture reported revenues of $17.6 billion, reflecting a 7% increase in U.S. dollars and 4.5% in local currency, but is not considered among the most popular stocks among hedge funds [4]

Core Insights - Windsor Group LLC has achieved its fifth consecutive year on the Inc. 5000 list of America's fastest-growing private companies, a milestone reached by fewer than 1% of companies in the list's history [1][3] - The company has grown from $103,000 in revenue in 2017 to $37 million in 2023, with projections of $25 million in 2024, totaling over $90 million in revenue from $95 million in prime contracts across more than 15 federal agencies [4] Company Overview - Windsor Group is a professional services company based in Bethesda, Maryland, providing solutions in program and project management, staffing, IT support, training, and management consulting [2] - The company is recognized as a woman-, minority-, and service-disabled veteran-owned small business and participates in the SBA 8(a) Business Development program [2] Growth and Performance - The company secured its first contract in 2017 for an executive assistant position, which helped establish a performance record for future contracts [4] - Windsor Group has employed over 260 professionals and engaged more than 100 consultants and 40 subcontractors, contributing to their growth and the expansion of their workforce [4] Business Strategy - The primary focus of Windsor Group is on revenue and profitability, which are essential for sustaining growth and creating opportunities for others [5] - Profitable contracts are seen as a means to stimulate the economy by increasing household income and fostering community stability [5]