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Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Murphy USA (MUSA) Entered a Favorable Profit Cycle on Improving Fuel Margins
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its "Artisan Small Cap Fund". A copy of the letter can be downloaded here.
Carillon Eagle Growth & Income Fund’s Q2 2026 Investor Letter
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Growth & Income Fund.” The second quarter of 2026 was driven by ...
Twist Bioscience (TWST) Surged on Strong Results and AI Drug Discovery Demand
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its "Artisan Small Cap Fund". A copy of the letter can be downloaded here.
USA Rare Earth (USAR) Strengthens Its Mine-to-Magnet Strategy With Serra Verde Acquisition
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its "Artisan Small Cap Fund". A copy of the letter can be downloaded here.
Virtu Financial (VIRT) Positioned for a Durable Profit Cycle on Strategic Expansion
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its "Artisan Small Cap Fund". A copy of the letter can be downloaded here.
Waystar Holding (WAY) Lost Appeal as Slower Demand Weakened Profit Cycle Confidence
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its "Artisan Small Cap Fund". A copy of the letter can be downloaded here.
MACOM Technology Solutions (MTSI) Rose on Strong Results and Data Center Demand
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its "Artisan Small Cap Fund". A copy of the letter can be downloaded here.
Lattice Semiconductor (LSCC) Rose on Strong Results, Guidance and AMI Acquisition
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its "Artisan Small Cap Fund". A copy of the letter can be downloaded here.
Installed Building Products (IBP) Faces a Slower Profit Recovery After Weak Results
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its "Artisan Small Cap Fund". A copy of the letter can be downloaded here.
Guidewire Software (GWRE) Remains Well Positioned Despite AI Growth Concerns
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its "Artisan Small Cap Fund". A copy of the letter can be downloaded here.
Artisan Small Cap Fund Trimmed Ascendis Pharma (ASND) Amid Lawsuit Concerns
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its "Artisan Small Cap Fund". A copy of the letter can be downloaded here.
Zevia (ZVIA) Illustrates the Strategy’s Sell Discipline
Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q2 2026 investor letter. A copy of the letter is available to download here.
Lifeway Foods (LWAY) Gains from Consumer Health Trends
Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q2 2026 investor letter. A copy of the letter is available to download here.
Strattec Security (STRT): Insider Buy Signals Undemanding Valuation
Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q2 2026 investor letter. A copy of the letter is available to download here.
Here’s What Powered Mayville Engineering Company (MEC) Stock Rally
Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q2 2026 investor letter. A copy of the letter is available to download here.
Market Views AI as Tailwind for Red Violet (RDVT)
Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q2 2026 investor letter. A copy of the letter is available to download here.
Riverwater Partners Micro Opportunities Strategy’s Q2 2026 Investor Letter
Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q2 2026 investor letter.
Axsome Therapeutics (AXSM) Stock is Attractive on the Back of its Key Drug
ClearBridge Investments, a global equity manager, recently published second-quarter 2026 commentary for its “Small Cap Growth Strategy”. A copy of the letter can be downloaded here.
Rising Data Centre Power Demand Positions Solaris Energy Infrastructure as Investment Bet
ClearBridge Investments, a global equity manager, recently published second-quarter 2026 commentary for its “Small Cap Growth Strategy”. A copy of the letter can be downloaded here.
MaxLinear (MXL) Poised to Benefit from AI Transceivers
ClearBridge Investments, a global equity manager, recently published second-quarter 2026 commentary for its “Small Cap Growth Strategy”. A copy of the letter can be downloaded here.
Xometry (XMTR) Gains from Increased Growth and Profitability
ClearBridge Investments, a global equity manager, recently published second-quarter 2026 commentary for its “Small Cap Growth Strategy”. A copy of the letter can be downloaded here.
Concerns Over the Pace of its Brinsupri’s Launch Hurt Insmed
ClearBridge Investments, a global equity manager, recently published second-quarter 2026 commentary for its “Small Cap Growth Strategy”. A copy of the letter can be downloaded here.
Here's What Lifted Allegro MicroSystems (ALGM) in Q2
ClearBridge Investments, a global equity manager, recently published second-quarter 2026 commentary for its “Small Cap Growth Strategy”. A copy of the letter can be downloaded here.
Lattice Semiconductor Corporation (LSCC) Gains from Industrial and Automotive Recovery
ClearBridge Investments, a global equity manager, recently published second-quarter 2026 commentary for its “Small Cap Growth Strategy”. A copy of the letter can be downloaded here.
Clearbridge Small Cap Growth Strategy’s Q2 2026 Investor Letter
ClearBridge Investments, a global equity manager, recently published second-quarter 2026 commentary for its “Small Cap Growth Strategy”.
Broadridge Financial Solutions (BR) Fell Amid Concerns Over AI Disruption and Tokenized Equities
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Smid Cap Strategy” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Generac Holdings (GNRC) Gains From Strong Sales in Commercial & Industrial Segment
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Smid Cap Strategy” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
SouthernSun SMID Cap Strategy’s Q2 2026 Investor Letter
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Smid Cap Strategy” second-quarter 2026 investor letter.
Dorman Products (DORM) Rallied as Market Views Tariff Compression as Temporary
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Multiple Headwinds Pressured Boston Beer Company (SAM) in Q2
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Is Darling Ingredients Inc (DAR) Trading at Discount to Earnings Potential?
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Extreme Networks (EXTR) Delivered Five Quarters of Double-Digit Revenue Growth
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
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