Blue Tower Asset Management’s Q2 2026 Investor Letter 

Blue Tower Asset Management, an investment Management Company, released its second-quarter 2026 investor letter. In the quarter, Blue Tower Asset Management returned 18.91% net of fees, bringing its 2026 YTD return to 20.84%. The quarter’s performance was primarily driven by Enova International, which reversed from being the largest detractor in Q1 to the biggest contributor in Q2. The fund highlighted that global oil markets have so far been supported by inventory builds, continued...