Rewey Asset Management’s Q2 2026 Investor Letter

Rewey Asset Management, an investment management firm, released its “RAM Smid Composite” investor letter for the second quarter of 2026. RAM Smid Composite gained 20.06% in the second quarter of 2026, outperforming the Russell 2500 Value Total Return Index’s 18.50% return, while year to date performance reached 31.15% versus 24.16% for the benchmark. The firm views the Russell 2500 Value’s outperformance of the S&P 500’s 15.20% and the Magnificent 7’s 11.7% gains as evidence of a continued rotation toward undervalued small and smid cap stocks. Economic growth moderated after first quarter GDP was revised. Capital markets remained strong, with IPOs raising $104 billion across 48 deals. In addition, please check the Composite’s top five holdings to know its best picks in 2026.

A copy of Rewey Asset Management’s Q2 2026 investor letter can be downloaded here.

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