RBC Bearings (RBC) Rolls Ahead on Aerospace Strength

Wasatch Global Investors, an asset management company, released its “Select Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Global small- and mid-cap equities delivered strong returns in the second quarter, primarily driven by enthusiasm surrounding artificial intelligence. Geopolitical tensions between the U.S. and Iran were volatile in the quarter; however, a ceasefire towards the end helped alleviate concerns and positively impacted investor sentiment. The MSCI All Country World Index gained 14.93%, while the Wasatch strategy also experienced gains,...