Carillon Tower Advisers, an investment management firm, published its “Carillon Eagle Growth & Income Fund” first quarter 2022 investor letter – a copy of which can be downloaded here. The Carillon Family of Funds spans a range of investment objectives and asset classes designed for long-term investors. Along with the spike in oil prices, energy stocks performed best during the quarter, followed by more defensive and countercyclical sectors like utilities and consumer staples. The fund continues to see a somewhat balanced outlook for equity market returns. Try to spend some time taking a look at the fund’s top 5 holdings to be informed about their best picks for 2022.