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 Aug 10, 2026
RVK's Q2 2026 peer group analysis presents performance statistics for institutional investment portfolios across four major categories: Public Defined Benefit Plans, Taft Hartley Defined Benefit Plans, Endowments and Foundations, and Master Trust accounts. The second quarter saw equity markets rally, supported by easing geopolitical tensions and continued strength in AI-related spending. Fixed income markets posted positive returns despite initial Treasury yield volatility from shifting inflation expectations. Consistent with global market returns, institutional investment portfolios finished the quarter with positive absolute performance. The analysis provides percentile rankings from the 5th to 95th percentiles across multiple time horizons, including quarter-to-date, year-to-date, and periods ranging from one year to ten years. Median quarterly returns ranged from 7.26 percent for Taft Hartley plans to 8.99 percent for Public DB Plans. The document emphasizes that peer comparisons should be considered in appropriate context given the wide range of circumstances within each peer group, and should serve as one data point among several in evaluating performance results.
This document provides peer group performance analysis for institutional investment portfolios across multiple categories (Public DB Plans, Taft Hartley DB Plans, Endowments & Foundations, and Master Trust) for Q2 2026, showing that portfolios finished the quarter with positive absolute performance supported by equity market rallies driven by easing geopolitical tensions and AI-related spending strength.
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