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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
|---|---|---|---|---|---|---|---|
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"The fund underperformed in Q1 2026 as Oracle and DraftKings detracted despite strong fundamentals, while Eaton and Howmet contributed through data center and aerospace exposure."
The fund underperformed in Q1 2026 as Oracle and DraftKings detracted despite strong fundamentals, while Eaton and Howmet contributed through data center and aerospace exposure. Managers remain constructive, emphasizing AI-driven capital investment opportunities and using their long-term approach to capitalize on market volatility to find mispriced growth companies.
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