SVN Capital, an investment management company, released its first half 2026 investor letter for "SVN Capital Fund". The letter reflects on the macroeconomic events from 2020 to 2026, emphasizing the importance of long-term investment principles amidst ongoing crises. In the first half of 2026, the portfolio consisted of 12 stocks, with 8.7% in cash. Market dynamics were influenced by ongoing AI-related concerns, fears of private credit issues, and geopolitical tensions, leading to a...
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