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Long Cast Advisers’ Q2 2026 Investor Letter

Long Cast Advisers, an independent registered investment adviser, released its Q2 2026 investor letter. The firm reported strong earnings in the second quarter, with results improving 20%, bringing year-to-date returns to +19%. While performance trailed the Russell 2000 and iShares US MicroCap ETF, it remained well ahead of the iShares SmallCap EAFE (ex-N. Am) ETF. Since inception in 2015, cumulative returns stand at 343% (15% CAGR), reflecting the firm’s strategy of concentrated, patient investments in small and micro‑cap companies. The firm remains cautious in this environment,...