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Manole Capital Management’s Q2 2026 Investor Letter

Manole Capital Management, an investment management company, focused on covering the Financial and Technology sectors, released its second quarter 2026 investor letter. The strategy has performed well amid unexpected geopolitical tensions. The portfolio is well-positioned for these situations, as rising uncertainty prompts investors and institutions to seek risk management solutions, benefiting several exchanges. Elevated volatility typically benefits market infrastructure providers, irrespective of the specific catalysts. Long-term trends indicate that financial services are becoming...