| ANNUALIZED SINCE INCEPTION | QUARTERLY | YTD |
|---|---|---|
| - | - | - |
Sharpbridge Equities Fund delivered a strong return of +7.88% in June 2026, outperforming the MSCI World Index by +3.11%. Global equity markets navigated a volatile month characterized by evolving interest rate expectations and continued enthusiasm for artificial intelligence investment themes. Early in the month, stronger-than-expected economic data triggered concerns about prolonged restrictive monetary policy, leading to a sell-off particularly affecting technology stocks. However, sentiment improved as investors focused on strong corporate earnings and ongoing AI infrastructure investment. Geopolitical developments, including easing Middle East tensions and declining oil prices, further supported risk assets. Technology stocks, particularly AI-related companies and semiconductor manufacturers, emerged as market leaders across developed markets. Asian markets, especially Japan and South Korea, delivered robust returns driven by AI themes. The fund continues to identify opportunities with favorable risk-reward profiles, positioning for continued technological innovation and resilient economic growth despite elevated valuations and monetary policy uncertainty heading into the second half of 2026.
Sharpbridge Funds Management focuses on identifying and capitalizing on pivotal market opportunities that offer favorable risk-reward profiles, even in difficult market environments, with particular emphasis on technology and AI-related themes driving global equity performance.
Global equities ended June with positive momentum and a constructive outlook heading into the second half of 2026. The key themes driving markets include resilient economic growth, continued technological innovation, and significant investor interest in artificial intelligence. While elevated valuations, geopolitical uncertainty, and monetary policy remain potential sources of volatility, the overall tone is cautiously optimistic with continued focus on AI-related investment opportunities and strong corporate earnings.
| Date | Letter | Tickers | Keywords | Pitches | Quick Takes |
|---|---|---|---|---|---|
| Jul 15 2026 | 2026 Q2 | - | AI, global, growth, rates, semiconductors, technology | - | Sharpbridge Equities Fund returned +7.88% in June, outperforming by +3.11%, capitalizing on AI-driven technology leadership despite interest rate volatility. Early month sell-offs from monetary policy concerns reversed as strong earnings and AI infrastructure spending dominated. Easing Middle East tensions and declining oil prices supported risk appetite. Technology and semiconductors led performance across developed markets, with Asian markets particularly strong on AI themes. |
| Apr 30 2026 | 2026 Q1 | - | earnings, global, Quality, rates, selectivity, technology | - | Sharpbridge outperformed by +2.89% in April through selective positioning in quality businesses. While mega-cap tech drove returns, the manager emphasizes careful sizing given elevated valuations. Focus remains on high-quality companies with durable earnings power positioned for structural trends like energy transition and technological innovation, maintaining constructive medium-term outlook despite near-term volatility. |
| Dec 31 2025 | 2025 Q4 | - | AI, energy, financials, global, healthcare, Outperformance, technology, Valuations | - | Sharpbridge delivered +2.44% in December, outperforming by +3.30% amid sector rotation and AI-driven market concentration. Energy weakened while healthcare strengthened, with technology experiencing pullbacks from elevated valuations. The fund's selective approach to identifying favourable risk-reward opportunities across volatile sectors enabled strong cumulative 61.49% annual performance despite challenging market conditions. |
| QUARTER | THEMES | TAGS |
|---|---|---|
| 2026 Q2 |
AIArtificial intelligence emerged as one of the most significant long-term growth themes supporting global equity valuations. AI-related companies, semiconductor manufacturers, and digital infrastructure businesses drove performance across major developed markets. Continued capital expenditure related to AI infrastructure and ongoing enthusiasm surrounding AI investment themes supported market resilience throughout June. |
Technology Semiconductors Infrastructure Growth |
RatesThe evolving outlook for global interest rates was the primary driver of market performance during June. Stronger-than-expected economic data led investors to reassess expectations for future monetary easing. Higher bond yields and concerns that central banks may need to maintain restrictive policy settings for longer triggered a broad-based sell-off early in the month, particularly affecting technology and semiconductor stocks. |
Central Banks Monetary Policy Bond Yields | |
| 2026 Q1 |
AILarge-cap technology and AI-related companies drove a disproportionate share of returns in April. Market leadership continued to narrow with these companies showing strong earnings momentum, though elevated valuations warrant careful position sizing. |
Technology Earnings Valuations Large Cap |
Energy TransitionStructural drivers including energy transition continue to create compelling long-term investment opportunities. The manager identifies this as one of the key trends creating investment opportunities going forward. |
Structural Long-term Opportunities | |
RatesInterest rate expectations dominated market dynamics in April. Stronger economic data tempered hopes for near-term monetary easing, causing bond yields to move higher and creating pressure on rate-sensitive growth sectors. |
Monetary Policy Bond Yields Growth | |
| 2025 Q4 |
AIAI-related stocks drove significant market gains and momentum, with enthusiasm around AI contributing to much of the overall market performance. However, this concentration in AI names has renewed concerns about elevated valuations and speculation in the sector. |
Artificial Intelligence Technology Valuations Speculation |
EnergyThe energy sector experienced significant weakness during the period, contrasting with previous strong performance. This represents a notable shift from earlier strength in the sector. |
Energy Sector Weakness Oil Gas | |
TechnologyTechnology sector saw major pullbacks from highs due to AI disruption fears and profit-taking activities. Tech-heavy indices were under pressure with volatility in growth names, though mega-cap technology companies continued to account for much market momentum. |
Technology Pullbacks Growth Mega Cap |
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