1 Main Capital, a boutique investment firm, recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. 1 Main Capital Partners returned 15.0% in Q2 2026, compared to 15.2% and 21.6% for the S&P 500 (SPX) and Russell 2000 (RTY), respectively. SPX and RTY delivered their best performance since 2026 driven by the resolution of the Iran conflict and increased oil flow through the Strait of Hormuz and strong demand for AI infrastructure. However, the fund avoided direct exposure to the booming AI semiconductor trade, citing valuation and durability...
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