Immersion Investment Partners’ Q2 2026 Investor Letter

Immersion Investment Partners, an investment management company, released its second-quarter 2025 investor letter. Immersion Investment Partners returned 39.1% in the second quarter, surpassing the Russell 2000 Index’s 21.5% gain. The market started valuing their non-AI investments more rationally in the quarter, focusing on strong management, revenue growth, and improving cash flow. The firm capitalized on market selloffs due to macroeconomic factors unrelated to company fundamentals,...