15+ hour, 34+ min ago  (148+ words) Right Tail Capital, an investment management company, published its Q2 2026 investor letter. The letter stated that currently, many businesses are attractively valued in the market due to multiple reasons, such as being labelled as an AI loser or being in the…...

3+ day, 17+ hour ago  (212+ words) Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” second-quarter 2026 investor letter. In Q2 2026, the Strategy achieved a net return of +12.71%, trailing the Russell 1000® and S&P 500® indices, which returned +15.14% and +15.20%, respectively. Stock picks…...

3+ day, 16+ hour ago  (194+ words) Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” second-quarter 2026 investor letter. Despite economic uncertainties, US equities rose in Q2, driven by resilient growth and broadening leadership. Confidence was restored despite ongoing uncertainties,…...

3+ day, 16+ hour ago  (174+ words) Black Bear Value Partners, an investment advisory firm, issued its second-quarter 2026 investor letter. The Black Bear Value Fund lost -3.6% in March, bringing the year-to-date return to +1.5%. Meanwhile, the S&P 500 dropped -1.0% in June and has a YTD return of +10.2%. The…...

4+ day, 16+ hour ago  (191+ words) Bell Global Equities Fund, managed by Bell Asset Management, released its May investor update. The global equity market continued its rally in May, driven by accelerating AI infrastructure spending and a stronger-than-expected earnings season. The Fund (Platform Class) returned 2.1%, underperforming…...

4+ day, 17+ hour ago  (552+ words) Insider Monkey A copy of Jacob Fund’s Q2 2026 investor letter can be downloaded here. Join 500K+ Insider Monkey Members No credit card required. The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock. Published…...

5+ day, 19+ hour ago  (725+ words) Insider Monkey Artisan Partners, an investment management firm, issued its first-quarter 2026 investor letter for the “Artisan Mid Cap Value Fund”. In Q1 2026, the portfolio underperformed the benchmark Russell Midcap Value Index as the market favored momentum-driven stocks over quality factors. Some…...

1+ week, 15+ hour ago  (552+ words) Insider Monkey A copy of Bretton Fund’s Q1 2026 investor letter can be downloaded here. Join 500K+ Insider Monkey Members No credit card required. The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock. Published…...

1+ week, 16+ hour ago  (230+ words) RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2026 investor letter. The US stock market declined in the quarter with the S&P 500 index (“S&P”) and the…...

1+ week, 3+ day ago  (199+ words) Manole Capital Management, an investment management company, focused on covering the Financial and Technology sectors, released its second quarter 2026 investor letter. The strategy has performed well amid unexpected geopolitical tensions. The portfolio is well-positioned for these situations, as rising uncertainty…...