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Equity Management Associates's investment thesis on ASM International ($ASM) — Q2 2026 | Buyside Digest

$ASMNASDAQASM International

NEUTRAL

Equity Management Associates—ASM

Fund Letter

Q2 2026

Published July 21, 2026

$6.46USD

-11.8% vs last month

$5.63Pitched

+14.8% since pitch

Market Cap$1.1B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

EMA GARP Fund declined 20% in Q2 2026 as AI euphoria drove the NASDAQ up 21.6% while gold and mining stocks corrected sharply. The managers view...

— Larry and David

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