Carillon Clarivest Capital Appreciation Fund’s Q2 2022 Investor Letter

Carillon Tower Advisers, an investment management company, released its “Carillon Clarivest Capital Appreciation Fund” second quarter 2022 investor letter. A copy of the same can be downloaded here. Global equities markets were facing significant declines in the first half of 2022 due to concerns like the Russia/Ukraine war, surging inflation, COVID-19, and central bank tightening. At the end of the second quarter, the fund’s portfolio was most underweight in consumer discretionary and...