2+ week, 2+ day ago   (214+ words) Andvari Associates, an investment management firm, released its second-quarter 2026 investor letter. Andvari’s portfolio has performed strongly in the quarter, highlighted by Constellation Software’s 19.9% revenue growth and its plans to spend on acquisitions in 2026. The company is also focusing on AI…...

2+ week, 2+ day ago   (224+ words) Hayden Capital, an investment management firm, released its second-quarter 2026 investment letter. In the second quarter, the portfolio gained 6.9%, compared to the S&P 500’s 15.2%. Overall, approximately 34% of the portfolio is in Asia, 43% in North America, and the rest spread across…...

2+ week, 2+ day ago   (193+ words) Rothschild & Co Asset Management, an investment management company, released its “LongRun Equity Strategy” second-quarter 2026 investor letter. The fund focuses on acquiring high-quality franchises for the long term, focusing on companies with strong competitive positions and sustainable business models. The strategy…...

2+ week, 2+ day ago   (221+ words) Voss Capital, LLC, an investment management company, released its second-quarter 2026 investor letter. Voss Capital’s funds, Voss Value Fund, LP, and the Voss Value Offshore Fund, Ltd returned +22.4% and +23.2%, respectively, to investors net of fees and expenses, in the second quarter…...

2+ week, 5+ day ago   (163+ words) Bilbel Capital, an investment management company, released its second-quarter 2026 investment letter. The strategy returned -15.7%, gross and -16.1%, net, in the first half of 2026, compared to a 10.2% return for the S&P 500 Index. The letter outlines top positions, all acquired under 3.5 times…...

2+ week, 5+ day ago   (178+ words) Bretton Capital Management, an investment management company, released the “Bretton Fund” second-quarter 2026 investor letter. Bretton Fund returned 10.67% in the second quarter compared to a 15.20% return for the S&P 500 Index. Increased spending on AI data centers has hurt overall performance…...

2+ week, 5+ day ago   (179+ words) Orbis Investment Management, an investment management company, released its Q2 2026 investor letter for “Orbis Global Equity Strategy”. In the first half of 2026, the Global Equity Strategy returned 19.9%, surpassing the MSCI All Country World Index by 7.8%. The market faced narrow breadth in…...

2+ week, 6+ day ago   (241+ words) Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”. The Guinness Global Innovators Fund focuses on investing in global companies that benefit from innovation in technology, communication, globalization, and management…...

3+ week, 3+ day ago   (189+ words) Crossroads Capital LLC, an investment management firm, published its second-quarter 2026 investor letter. The Fund increased by 11.5% net of fees and expenses during the quarter. Since its founding, the fund has compounded at a net rate of 17.9%. By the end of…...

3+ week, 3+ day ago   (225+ words) Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Large Cap Fund”. In the second quarter, U.S. stock market indices achieved their best performance since 2020, driven largely by a narrow group of Artificial Intelligence-related stocks....