Tourlite Fund’s Q1 2026 Investor Letter

Tourlite Capital Management, an investment management company, released its first-quarter 2026 investor letter.  In Q1, Tourlite Fund, LP returned 16.9%, significantly surpassing the (4.4%) return for the S&P 500 Index and 0.9% for the Russell 2000. The Fund delivered annualized returns of 11.9% since inception, compared to 11.2% and 6.3% for the indexes, respectively. Macroeconomic and geopolitical volatility continues to impact the global economy as it enters the second quarter. Despite signs of de-escalation in the war and the closure of the Strait of Hormuz, pressure on the global oil market remains. The Fund expects pro-growth policies to ensure economic stability, and the “Iran War” has heightened the risk of a prolonged “higher-for-longer” interest-rate environment. In addition, you can check the firm’s top 5 holdings to determine its best picks for 2026.

A copy of Tourlite Fund’s Q1 2026 investor letter is available to download here.

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