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Madison Mid Cap Fund Q1 2026 Investment Strategy Letter [Seeking Alpha]
Last ross stores, inc. earnings: 3/3 04:01 pm
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US:NASDAQ Investor Relations: investors.rossstores.com
The leading sectors in the Russell Midcap index were a relative performance headwind for the Madison Mid Cap Fund as the portfolio does not have any investments in these sectors. Ross Stores posted one of its strongest quarters of same-store-sales growth in quite some time and management sees sales momentum continuing into 2026. Gartner shares were down following another quarter of disappointing subscription revenue growth, which added fuel to investor concern regarding potential disruption risk from AI. The Madison Mid Cap Fund added software investments, Tyler Technologies and Bentley Systems, as both companies have unique characteristics that the fund believes will prove resilient to AI disruption. hirun/iStock via Getty Images The first quarter began with a long-awaited broadening out of equity markets from the mega-cap technology stocks that had dominated market performance for much of the prior three years and towards companies that participate in This article was w
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NEWS
- CEOs got millions after boards ‘neutralized' the impact of tariffs. Some won't say what it was worth [Fortune][Fortune]
- How The Ross Stores (ROST) Narrative Is Shifting After Q4 Beat And Higher Price Targets [Yahoo! Finance][Yahoo! Finance]
- Ross Stores (ROST) had its "buy" rating reaffirmed by Guggenheim.[MarketBeat]
- Brands and Retailers: What is the state of the marketing landscape [Yahoo! Finance][Yahoo! Finance]
- Barclays lists retail sector winners and losers in an oil shock [Yahoo! Finance][Yahoo! Finance]
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ROST
SEC Filings
SEC Filings
- 4/7/26 - Form ARS
- 4/7/26 - Form DEFA14A
- 4/7/26 - Form DEF
- ROST's page on the SEC website
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