GreenWood Investor’s Q2 2026 Investor Letter

The GreenWood Q2 2026 investor letter reports a flat first-half performance, with accounts down 3.6% versus a +11.7% return for the MSCI ACWI index. Despite this underperformance, the firm is strategically avoiding the prevailing AI hype, opting instead to focus on more stable long-term investments. The firm acknowledges the excessive growth in demand for computing power linked to AI but cautions against late-stage bull cycle investments. The letter emphasizes the importance of actively...