Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
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Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded fhere.
Is Encompass Health (EHC) an Attractive Long-Term Bet?
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
Do You Think Shake Shak (SHAK) Offers Attractive Value Amid Sell-off?
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
Here’s Why Simply Good Foods (SMPL) is Struggling
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
Madison Small Cap Fund Sold OneSpaWorld Holdings (OSW) as It Reached Intrinsic Value
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
Does Acquisition Drive Value to Belden (BDC)?
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
What Makes Indie Semiconductor (INDI) a Compelling Bet?
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
Madison Small Cap Fund’s Q2 2026 Investor Letter
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. The small-cap market showed exceptional strength in Q2, largely due to anticipated peace in the Middle East.
Taiwan Semiconductor Manufacturing (TSM): A Beneficiary of AI Boom
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
United Rentals (URI) Rose on Robust Nonresidential Construction End Markets
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
22% Growth in iPhone Powers Apple’s (AAPL) Rally
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Should You Be Bullish on Visa (V)?
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Meta Platforms’ (META) Capital Allocation Strategy
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Here are Updates on Amazon’s (AMZN) Rational FCF Reinvestment
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Wedgewood Partners' Views on Microsoft’s (MSFT) Capital Expenditure
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Accelerated Growth in Google Search and Cloud Strengthens Alphabet’s (GOOG) Rally
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Wedgewood Partners’ Q2 2026 Investor Letter
Wedgewood Partners, an investment management company, released its second-quarter 2026 investor letter.
Attractive Valuation Offers Entry in FTI Consulting (FCN)
Fiduciary Management Inc. (FMI), an independent money management firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Is Capital One Financial Corp (COF) Positioned to Benefit from AI?
Fiduciary Management Inc. (FMI), an independent money management firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Fiduciary Management Inc’s Q2 2026 Investor Letter
Fiduciary Management Inc. (FMI), an independent money management firm, released its second-quarter 2026 investor letter.
GeneDx Holdings Corp. (WGS) Fell Following a Significant Cut in 2026 Guidance
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small Growth Strategy”. A copy of the letter can be downloaded here.
Increased Investor Confidence Boosted Vicor Corporation (VICR) in Q2
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small Growth Strategy”. A copy of the letter can be downloaded here.
ManpowerGroup (MAN) Rockets to Fresh High on Better-Than-Expected Q2
ManpowerGroup saw its share prices climb to a four-year high on Thursday, after the global staffing company delivered a better-than-expected second quarter results, bolstering investor optimism that hiring...
AtaiBeckley (ATAI) Soars to 4-Year High on $3.8B Merger with Eli Lilly
Under the agreement, AtaiBeckley Inc.
PayPal (PYPL) Skyrockets on $53B Takeover Reports
According to a report by Reuters, Stripe and private equity firm Advent International are joining forces to acquire the digital payments company at a price of $60.50 apiece, or at a 27.7 percent premium...
Lucid Group (LCID) Rockets 29% After CEO Shuts Down Bankruptcy Claims
Lucid Group snapped a three-day losing streak on Wednesday, soaring 28.79 percent to close at $5.95 apiece as investors poured funds back in after the company denied rumors that it was considering bankruptcy...
SPHERE AX Signs MOU with Blaize (BZAI) for Joint Development of Physical AI Products
Blaize Holdings Inc. (NASDAQ:BZAI) is one of the best future stocks to buy under $10.
Shutterstock (SSTK) Unveils AI-Powered Creative Platform Evolution
Shutterstock Inc. (NYSE:SSTK) is one of the best future stocks to buy under $10. On June 11, Shutterstock unveiled the evolution of its content library into a human-led, AI-powered creative platform.
Aegon (AEG) is One of the Best Future Stocks to Buy Under $10, Here's Why
Aegon Ltd. (NYSE:AEG) is one of the best future stocks to buy under $10.
Quantum Computing (QUBT) Completes Acquisition of NHanced Semiconductors for $73.1M
Quantum Computing Inc. (NASDAQ:QUBT) is one of the best future stocks to buy under $10. On June 23, Quantum Computing announced the completion of its acquisition of NHanced Semiconductors, Inc.
Is Oncology Institute (TOI) One of the Best Future Stocks to Buy Under $10?
The Oncology Institute Inc. (NASDAQ:TOI) is one of the best future stocks to buy under $10.
Satellogic (SATL), SpaceKnow Announce Partnership for Planetary-Scale Monitoring
Satellogic Inc. (NASDAQ:SATL) is one of the best future stocks to buy under $10.
Blend Labs (BLND) Launches Autopilot Agentic AI Solution for Mortgage Pre-Underwriting
Blend Labs Inc. (NYSE:BLND) is one of the best future stocks to buy under $10.
Verra Announces (VRRM) Organizational Changes and Appointment of Stacey Moser as Chief Customer Officer
Verra Mobility Corporation (NASDAQ:VRRM) is one of the best future stocks to buy under $10.
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