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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
|---|---|---|---|---|---|---|---|
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"Markets delivered strong Q2 2026 returns led by emerging markets and small caps, with the S&P 500 gaining 15.20%. Despite Iran conflict volatility in March, markets recovered fully by June, driven by exceptional corporate earnings with 85% of companies beating estimates."
Markets delivered strong Q2 2026 returns led by emerging markets and small caps, with the S&P 500 gaining 15.20%. Despite Iran conflict volatility in March, markets recovered fully by June, driven by exceptional corporate earnings with 85% of companies beating estimates. Wall Street raised 2026 EPS growth forecasts from 13% to 22%. Earnings fundamentals continue to trump geopolitical headlines as the key market driver.
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