Crossroads Capital Investment’s Q1 2026 Investor Letter

Crossroads Capital LLC, an investment management firm, published its first-quarter 2026 investor letter. The Fund increased by 4.2% net of fees and expenses during the quarter. Since its founding, the fund has compounded at a gross rate of 21.3% and a net rate of 17.1%.  By the end of March 2026, the fund’s overall non-delta adjusted gross and net exposures were 114.1% and 73.3%, respectively. The letter noted that the stable market trends from 20205 were broken by geopolitical tensions linked to Trump’s increasingly unpredictable foreign policy, causing the S&P 500 to fall about 4.3%. Nonetheless, Q1’s fundamentals aligned with broader trends. Overall, the firm is pleased with its portfolio, maintaining its position as special situations begin to accelerate. In addition, please check the Fund’s top five holdings to know its best picks in 2026.

You can download a copy of Crossroads Capital Investment’s Q1 2026 investor letter here.

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