Investor Letters
Aberdeen Investments
- abrdn U.S. Small Cap Equity Fund Quarterly Commentary Abrdn U.S. Small Cap Equity Fund added Artivion, Curbline Properties, Hamilton Lane, Kaiser Aluminum, Ultra Clean Holdings and Valvoline, while selling Aritzia, ATS Corporation and several industrial and housing-related holdings. The fund argues that tariff disruption, energy-driven inflation and factor-led trading should create valuation dislocations for selective small- and mid-cap investors. Quarter ended September 30, 2026 —
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