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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
|---|---|---|---|---|---|---|---|
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"Tall Oak's Total Portfolio Approach proved resilient during Q1's energy shock and geopolitical volatility. The firm maintains AI exposure across the value chain while benefiting from energy and real asset positions."
Tall Oak Capital Advisors navigated a volatile Q1 2026 marked by geopolitical tensions and energy shocks that closed the Strait of Hormuz and sent oil prices up 63% in March. Their Total Portfolio Approach, combining public equities, fixed income, alternatives, and tail-risk hedging, performed as designed during the quarter. The firm maintains exposure to the AI diffusion theme, noting that 25% of S&P 500 companies now cite quantifiable AI benefits, with the technology shifting toward agentic systems creating incremental CPU demand. Energy and materials positions benefited from the geopolitical shock, while the firm used software weakness to selectively add to quality franchises. Real assets and inflation-sensitive exposures provided portfolio protection as central banks pivoted from discussing rate cuts to potential hikes. The firm continues broadening geographic exposure across their pooled funds, recognizing that attractive opportunities are no longer concentrated in any single region. Their disciplined approach focuses on quality businesses with pricing power and durable cash flows.
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