Tributary Capital Management
Tributary Capital Management All Cap Plus Equity Strategy
Jun 2026 → Sep 2026
Our archive holds 2 letters from this strategy, behind 2 investment theses and positions in 20 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year — follow all of Tributary Capital Management for every strategy.
Performance
as of Sep 30, 2026 · net of fees · USD · Net of Fees
- YTD+8.8%index +12.4%
Index: Russell 3000 Index
| YTD | |
|---|---|
| Tributary Capital Management All Cap Plus Equity Strategy | +8.8% |
| Russell 3000 Index | +12.4% |
Disclaimer
These figures are copied from the manager’s latest letter, as of Sep 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
Micron Technology entered the All Cap Plus Strategy this quarter, as part of the regular rebalancing to include the largest Russell 3000 Index holdings in the portfolio.
Quest Diagnostics was initiated as a new position.
Waters Corporation was also eliminated.
Target rounded out the eliminations.
- New positionMarzettiJun 2026
Marzetti was also added to the portfolio.
Becton Dickinson was eliminated during the quarter.
Also held
Its investment theses
- Quest DiagnosticsJun 2026Quest Diagnostics is a leading clinical laboratory testing provider with a broad national network and industry-leading test menu.
- MarzettiJun 2026Marzetti makes dressings, sauces, dips and breads, and the fund cites strong customer relationships, visibility, and multiple growth and margin expansion drivers.