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 Oct 15, 2026
Lansing Street Advisors emphasizes long-term equity compounding and disciplined asset allocation, counseling clients to filter out media-driven macro alarmism. While specific proprietary fund net performance returns are not disclosed for the period, the advisor contextualizes Q3 2026 market resilience, noting that the S&P 500 gained +2% and the Technology sector rose +7% despite mid-quarter volatility that triggered temporary corrections of -10% in the Nasdaq 100 and -15% in semiconductors. The firm maintains an equity-focused posture, asserting that ignoring cyclical noise and midterm election volatility remains the most reliable strategy for building wealth. The firm's macro framework highlights generational economic strength and disinflationary technological tailwinds, directly countering pervasive narratives of American economic decline. Detailed empirical data reveals that American Millennials have emerged as the wealthiest cohort in history at their age, running nearly double the stock exposure of Gen X and triple that of Baby Boomers while achieving parity in homeownership. Although headline inflation has experienced pressure from an energy shock driven by a 70% surge in diesel prices and Middle Eastern geopolitical strife, core inflation remains subdued at 1.6%, underpinned by secular productivity improvements across artificial intelligence, robotics, and enterprise software. At the corporate and household level, foundational balance sheets remain exceptionally robust, with U.S. household debt leverage standing at 50-year lows and corporate earnings printing their strongest expansion in five years. While the letter highlights cautionary risks around debt-financed artificial intelligence capital expenditure and speculative private valuations, it emphasizes that current market valuations are far below speculative bubble peaks. Consequently, the advisor advocates staying fully invested and keeping political biases out of long-term portfolios.
Ignoring short-term macro volatility and maintaining disciplined equity exposure remains the most reliable path to building long-term generational wealth.
The advisor anticipates ongoing short-term volatility associated with midterm election dynamics and Federal Reserve leadership transitions, but expects the broader four-year-old equity bull market to persist. Long-term wealth creation will be supported by corporate earnings resilience, historically low household debt leverage, and secular technological disinflation.
Neutral / Balanced
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