JDP Capital Management, an investment management company, released its “Survivor & Thriver Fund” first-quarter 2026 investor letter. In the first quarter, the fund declined 15.1% net to investors compared to the S&P 500’s -4.3% return. Concerns about AI destruction fears and consumer softness impacted market sentiment in 2025, particularly affecting interest rate-sensitive sectors. The beginning of 2026 saw the continuation of AI-disruption worries intensified by the war in Iran and rising oil prices. The letter highlighted Survivor and Thriver criteria for resilient businesses,...
Create a free account, or log in to read the full article
No credit card required.
We may use your email to send marketing emails about our services. Click here to read our privacy policy.