Upslope Capital Management’s Q2 2026 Investor Letter

Upslope Capital Management, an investment management company, released its second-quarter 2026 investor letter. Upslope aims to provide attractive, equity-like returns while reducing market risk and keeping low correlation with traditional equity strategies. The portfolio tailed in the speculative mania environment as investors broadly avoided boring, cash-flowing, non-AI stocks. The Fund returned -6.6% (net) in Q2 compared to +14.3% return for the S&P Midcap 400 ETF (MDY) and +10.3% gain for the HFRX Equity Hedge Index.  In addition, you can check the Fund’s top five holdings to determine its best picks for 2026.

A copy of Upslope Capital Management’s Q2 2026 investor letter can be downloaded here.

1281292 - 11759070 - 1