The curated database of hedge funds that publish investor letters. Research by geography, strategy, and schools of thought.
| # | Fund | Strategy | Style | Geography | AUM | Latest Letter |
|---|---|---|---|---|---|---|
As of Jun 30, 2026
Fort Washington's Balanced Fund delivered 7.26% in Q2 2026, underperforming due to IT sector underweights in semiconductors. The Fund increased equity exposure to 64% amid AI-driven economic resilience and strong equity markets, while maintaining overweights to investment grade and high yield credit. Despite elevated valuations following a 15%+ S&P 500 rally, the manager remains constructive on moderate growth while emphasizing quality and maintaining flexibility for opportunistic deployment.
The Touchstone Balanced Fund maintains a modest overweight to equities (64% vs 60% target) with emphasis on high-quality companies possessing durable competitive advantages, strong returns on capital, and pricing power, while overweighting investment grade credit, securitized products, and modestly high yield corporates within fixed income, positioning for moderate economic growth while acknowledging elevated valuations and maintaining flexibility to increase risk opportunistically should market weakness create more attractive entry points.
The Fund maintains a modest overweight to equities, reflecting a constructive outlook balanced against elevated valuations and continued policy and geopolitical uncertainty. The portfolio emphasizes high-quality companies with durable competitive advantages, strong returns on capital, and pricing power. While moderate economic growth should support the Fund's equity and credit exposures, the team continues to focus on bottom-up security selection as relative value opportunities remain limited. The Fund retains flexibility to increase risk opportunistically should market weakness create more attractive valuations.
Neutral / Balanced
Market Conviction
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Forward Guidance
Language Signal
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