1+ week, 6+ day ago   (154+ words) add text! – [im-yf-promo] While we acknowledge the potential of XXXX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to…...

1+ week, 6+ day ago   (154+ words) add text! – [im-yf-promo] While we acknowledge the potential of XXXX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to…...

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   (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…...