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Wedgewood Partners's investment thesis on Hermès ($RMS.PA) — Q2 2026 | Buyside Digest

$RMS.PANASDAQHermès

BULL

Wedgewood Partners—RMS.PA

Fund Letter

Q2 2026

Published July 15, 2026

$1546.00USD

+6.1% vs last month

$1681.00Pitched

-8.0% since pitch

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Wedgewood Partners returned 9.4% in Q2 2026 versus 15.2% for the S&P 500, bringing YTD returns to 2.5% versus 10.2%. The fund significantly...

— David A. Rolfe, Michael X. Quigley, Christopher T. Jersan

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