Kingdom Capital Advisors, a registered investment advisor, released its first quarter 2026 investor letter. A copy of the letter is available to download here. The first quarter of 2026 delivered a strong performance, despite the market volatility driven by the ongoing conflict in the Middle East. The portfolio thrived by avoiding the significant downturn in AI-driven software stocks and benefiting from several expected catalysts in special situation investments. Kingdom Capital Advisors (KCA Value Composite) returned 8.01% (after fees) in the first quarter, outperforming the Russell 2000...
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