Sandhill Investment Management’s Q2 2026 Investor Letter

Sandhill Investment Management, an investment management company, released its second quarter 2026 investor letter. The letter highlighted a strong second quarter for equity markets, with the S&P 500 up about 15% and projected earnings growth at the fastest rate in five years. Despite challenges like tensions with Iran and lower oil prices, the semiconductor sector and AI advancements drove significant stock price increases. In fixed income, rising yields have made corporate bonds appealing,...