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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
|---|---|---|---|---|---|---|---|
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"Markets delivered positive first-half returns despite Middle East conflict and inflation resurgence, driven by exceptional earnings from AI monetization and energy sector strength. Energy equities remain undervalued at $65 WTI versus $80 floor expectations."
Markets delivered positive first-half returns despite Middle East conflict and inflation resurgence, driven by exceptional earnings from AI monetization and energy sector strength. Energy equities remain undervalued at $65 WTI versus $80 floor expectations. AI cloud backlog crossed $2 trillion, driving 70% of S&P earnings growth. Critical minerals and infrastructure benefit from strategic priority shift. Digital assets mature into financial infrastructure with stablecoins exceeding $300 billion. Inflation and rate risks persist but fundamentals favor continued opportunity.
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