Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”. A copy of the letter is available to download here. Mid-cap stocks delivered strong results, with the Russell Midcap® Growth Index rising 14.55% and slightly outperforming the Russell Midcap® Value Index’s 13.40% gain. Information technology led the growth index with a 36.90% return, while industrials also outperformed, and energy was the only sector to decline. The quarter was supported by resilient corporate earnings, economic growth and AI infrastructure spending, although geopolitical tensions, higher energy prices and election-related uncertainty could create volatility. The firm remains optimistic that data-center investment will support technology, energy, defense and automation companies, while attractive healthcare valuations and stronger merger activity could create opportunities. However, financials and consumer stocks face mixed conditions because of housing weakness, inflation and uneven spending. In addition, please check the Fund’s top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Antero Resources Corporation (NYSE:AR). Headquartered in Denver, Colorado, Antero Resources Corporation (NYSE:AR) is an oil and natural gas development and exploration company. On July 30, 2026, Antero Resources Corporation (NYSE:AR) closed at $35.30 per share. The one-month return of Antero Resources Corporation (NYSE:AR) was 3.07%, and its shares gained 8.21% over the past 52 weeks. Antero Resources Corporation (NYSE:AR) has a market capitalization of $10.85 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Antero Resources Corporation (NYSE:AR) in its Q2 2026 investor letter:
“Antero Resources Corporation (NYSE:AR) is a natural gas exploration and production company with operations in the Appalachian Basin. The stock has recently lagged its peer group as the market digests the near-term outlook for rising natural gas production volumes in North America. Despite these headwinds, the company is poised to benefit from the continued longer-term buildout of large-scale natural gas power generation assets driven by the insatiable power demand from artificial intelligence data centers.”
Antero Resources Corporation (NYSE:AR) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 75 hedge fund portfolios held Antero Resources Corporation (NYSE:AR) at the end of the first quarter, up from 73 in the previous quarter. In Q1 2026, Antero Resources Corporation (NYSE:AR) reported record production of 3.9 Bcfe per day, up 13% above the year ago period. While we acknowledge the risk and potential of Antero Resources Corporation (NYSE:AR) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Antero Resources Corporation (NYSE:AR) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered Antero Resources Corporation (NYSE:AR) and shared a most undervalued growth stocks to buy for the next 10 years. In addition, please check out our hedge fund investor letters Q2 2026 page for more investor letters from hedge funds and other leading investors.
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Disclosure: None. This article is originally published at Insider Monkey.
