Voss Capital, LLC, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. Voss Capital’s funds, Voss Value Fund, LP, and the Voss Value Offshore Fund, Ltd returned -11.4% and -11.5%, respectively, to investors net of fees and expenses, in the first quarter compared to a +0.9% return for the Russell 2000 Index, +5.0% return for the Russell 2000 Value Index, and -4.3% return for the S&P 500 Index. The Voss Value Master Fund’s total gross exposure stood at 183.2%, and the delta-adjusted exposure was 82.1% as of March 31, 2026. In the first quarter, the economic and political climate led to significant fluctuations in the stock market. Consumer sentiment remains low despite market strength and high growth expectations in a K-shaped economy. Capital flows between semiconductor, AI hardware, and other sectors have shifted market momentum, with record implied volatility, creating a volatile and complex investment environment. In addition, you can check the firm’s top 5 holdings to determine its best picks for 2026.
In its first-quarter 2026 investor letter, Voss Capital highlighted stocks like Euronet Worldwide, Inc. (NASDAQ:EEFT). Euronet Worldwide, Inc. (NASDAQ:EEFT) is a leading payment and transaction processing services company that provides a wide range of services. On March 29, 2026, Euronet Worldwide, Inc. (NASDAQ:EEFT) stock closed at $72.48 per share. One-month return of Euronet Worldwide, Inc. (NASDAQ:EEFT) was 1.01%, and its shares lost 32.34% over the past 52 weeks. Euronet Worldwide, Inc. (NASDAQ:EEFT) has a market capitalization of $2.76 billion.
Voss Capital stated the following regarding Euronet Worldwide, Inc. (NASDAQ:EEFT) in its Q1 2026 investor letter:
“After much private engagement, on March 4th we sent public letters to the boards of PAR, Euronet Worldwide, Inc. (NASDAQ:EEFT), and XPOF. At EEFT, we called attention to the lack of investor transparency and urgency on investor relations. EEFT subsequently held its first Analyst Day in over a decade, highlighting how they are an integrated international FinTech platform with sustainable growth in several new digital businesses.”
Euronet Worldwide, Inc. (NASDAQ:EEFT) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 34 hedge fund portfolios held Euronet Worldwide, Inc. (NASDAQ:EEFT) at the end of the first quarter, up from 33 in the previous quarter. In Q1 2026, Euronet Worldwide, Inc. (NASDAQ:EEFT) reported revenue of $1 billion, operating income of $72 million, adjusted EBITDA of $126 million and adjusted EPS of $1.58. While we acknowledge the risk and potential of Euronet Worldwide, Inc. (NASDAQ:EEFT) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Euronet Worldwide, Inc. (NASDAQ:EEFT) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered Euronet Worldwide, Inc. (NASDAQ:EEFT) and shared a bullish thesis on the company. In addition, please check out our hedge fund investor letters Q1 2026 page for more investor letters from hedge funds and other leading investors.
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Disclosure: None. This article is originally published at Insider Monkey.
