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   (245+ words) Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron Financials ETF”. In the quarter ended June 30, 2026, Baron Financials ETF (the Fund) increased by 1.82%, underperforming both the MSCI USA Financials Index (up 8.93%) and the FactSet Global…...

2+ week, 3+ 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, 3+ 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   (179+ words) RGA Investment Advisors, an investment management company, has released its second-quarter 2026 investor letter. The letter addresses the incorporation of AI into investment strategies and the dramatic changes in market dynamics that have emerged, specifically referencing the AI Bottleneck 40. This group…...

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   (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…...

3+ week, 34+ min ago   (253+ words) Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter. The Fund returned 27.02% in the first half of 2026, outperforming the Russell 2000 Value Index’s 22.99% gain and the S&P 600 Index’s 23.90% return. Small-cap…...

3+ week, 3+ day ago   (268+ words) Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Fund” Q2 2026 investor letter. The Fund delivered a 4.32% total return in Q2 2026, underperforming the 13.87% gain for the Russell 1000 Value Index and the 15.20% return for the S&P 500, while its 1.99% year-to-date…...