Silver Beech Capital, a value-oriented investment management firm, released its first-quarter 2026 investor letter. Since its inception, Silver Beech has achieved a net annualized return of 16.4%, representing an annualized outperformance of 4.0% over the S&P 500. The fund returned -2.0% through the first quarter of 2026, compared to the S&P 500’s -4.33% and the Russell 2000’s 0.9% YTD returns. A sharp underlying divergence in the market was driven by the disruptive impact of artificial intelligence on business models and the disruption of global energy supply chains due to the Iran...
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