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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
|---|---|---|---|---|---|---|---|
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"Diranko Capital returned 7.7% in Q2 2026, lagging the small-cap benchmark's 16.6% but delivering 15.7% annualized since inception. Manager views current market as overheated with extreme valuations in large caps, while small, overlooked companies offer exceptional opportunities as capital chases AI."
Diranko Capital returned 7.7% in Q2 2026, lagging the small-cap benchmark's 16.6% but delivering 15.7% annualized since inception. Manager views current market as overheated with extreme valuations in large caps, while small, overlooked companies offer exceptional opportunities as capital chases AI. Runs concentrated 10-15 position portfolio focused on idiosyncratic drivers, meaningful margin of safety, and strict position sizing to avoid permanent capital loss.
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