Carillon Tower: “Installed Building Products (IBP) Continues to See Strong Demand, but..”

Carillon Tower Advisers, an investment management firm, published its “Carillon Scout Small Cap Fund” first quarter 2022 investor letter – a copy of which can be downloaded here. During the quarter, the management team added one new holding and eliminated two positions from the Fund portfolio. With very little cash, the portfolio remains fully invested. Try to spend some time taking a look at the fund’s top 5 holdings to be informed about their best picks for 2022.

In its Q1 2022...