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   (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, 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   (213+ words) Massif Capital, an investment management company, released its “Massif Capital Real Assets Strategy” second quarter 2026 investor letter. In the quarter, the strategy fell 5.16% net of fees, bringing year-to-date returns to 10.7%. April and May were strong, but June losses in European…...

3+ week, 5+ day ago   (233+ words) The London Company, an investment management company, released its second-quarter 2026 investor letter for its “The London Company Income Equity Strategy”. U.S. equities rebounded in Q2, with the Russell 3000 rising 15.4% and the S&P 500 achieving its best quarter since 2020, driven by…...

3+ week, 5+ day ago   (198+ words) SVN Capital, an investment management company, released its first half 2026 investor letter for “SVN Capital Fund”. The letter reflects on the macroeconomic events from 2020 to 2026, emphasizing the importance of long-term investment principles amidst ongoing crises. In the first half of…...