1+ day, 23+ hour ago   (191+ words) Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q2 2026 investor letter. In Q2 2026, the Micro Opportunities strategy underperformed the Russell Microcap Index, despite a positive absolute result. The benchmark performed well during a speculative period for micro caps. Over…...

2+ day, 9+ min ago   (218+ words) SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Smid Cap Strategy” second-quarter 2026 investor letter. The second quarter of 2026 was influenced by the AI boom and the Iran War, impacting interest rates and consumer sentiment. Portfolio companies linked…...

1+ day, 23+ hour ago   (228+ words) ClearBridge Investments, a global equity manager, recently published second-quarter 2026 commentary for its “Small Cap Growth Strategy”. The Russell 2000 Growth Index increased by 25.6% in the second quarter, marking its third-best quarterly performance in two decades. The rally was fueled by enthusiasm…...

2+ day, 22+ min ago   (222+ words) SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” second-quarter 2026 investor letter. The second quarter of 2026 was driven by the AI boom and the Iran War, affecting interest rates, oil, commodities, and consumer sentiment. The…...

2+ day, 7+ hour ago   (242+ words) Jensen Investment Management, an asset management company based in the US, released its second-quarter 2026 investor letter for the “Jensen Quality Growth Equity Strategy.” The fund seeks long-term growth by investing in high-quality companies with durable competitive advantages. It returned 10.94% net…...

2+ day, 22+ hour ago   (196+ words) Montaka Global Investments, an investment management company, released its second-quarter 2026 investor letter. Montaka manages a concentrated portfolio of high–conviction, long-term, competitively advantaged businesses bought when prices are attractive. While it delivered positive returns in the June quarter, its 12-month…...

2+ day, 22+ hour ago   (201+ words) White Falcon Capital Management, an investment fund manager, released its second-quarter 2026 investor letter. The portfolio delivered 8.5% in Q2 2026, trailing the S&P 500 TR’s (CAD) 17.3%, MSCI AC TR’s (CAD) 16.4%, and the S&P TSX TR’s 6.9% returns. The YTD’s 1.8% return also trailed the…...

2+ day, 21+ hour ago   (238+ words) Ariel Investments, an investment management company, released its “Ariel Fund” Q2 2026 investor letter. Ariel Investments said its Ariel Fund returned 13.59% in the second quarter of 2026, trailing the Russell 2500 Value Index’s 18.50% gain and the Russell 2000 Value Index’s 17.19% return despite a sharp rebound…...

2+ day, 21+ hour ago   (232+ words) Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for the “Artisan Small Cap Fund”. The fund reported strong absolute returns and modestly outperformed the Russell 2000® Growth Index, which gained 25.7%. Global equities rebounded as resilient US growth, moderating…...

2+ day, 22+ hour ago   (180+ words) Ironvine Capital Partners, an investment management company, released its Q2 2026 investor letter. The letter emphasizes the vital role of AI adoption in capital markets, highlighting a projected $7 trillion in new debt issuance by 2029 due to increased AI computing investments by hyperscale…...