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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
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Buyside Digest is not affiliated with, and does not endorse, T. Bailey UK Responsibly Invested Equity Fund. This analysis is provided for institutional research purposes only and is not investment advice.
"T. Bailey UK Responsibly Invested Equity Fund delivered 13.24% in Q2 2026, outperforming the broader UK market with 10.54% YTD returns."
The WS T. Bailey UK Responsibly Invested Equity Fund delivered strong performance in Q2 2026, rising 13.24% for the quarter and 10.54% year-to-date, outpacing the broader UK market's 7.22% YTD return. The fund's outperformance was driven by strength in individual holdings demonstrating quality financials and well-managed operations. Key contributors included Intertek Group, which benefited from a cash takeover agreement with EQT, and Keller Group, up 12.08%, reflecting investor confidence in its operational delivery and structural infrastructure demand. NatWest Group participated in the UK financials rally, supported by a USD senior note issue and a commitment to invest £50m in its UK branch network. Detractors included Halma, which fell 15.98% after guiding to slower annual growth despite strong earnings, and NCC Group, which disappointed with cautious full-year guidance for cyber revenue growth. The fund maintains a concentrated portfolio of 31 holdings with 5.2% cash, applying ESG screens to invest in UK companies working toward sustainable practices.
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