SVN Capital, an investment management company, released its first half 2026 investor letter for "SVN Capital Fund". A copy of the letter can be downloaded here. The letter reflects on the macroeconomic events from 2020 to 2026, emphasizing the importance of long-term investment principles amidst ongoing crises. In the first half of 2026, the portfolio consisted of 12 stocks, with 8.7% in cash. Market dynamics were influenced by ongoing AI-related concerns, fears of private credit issues, and...
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