Booking Holdings (BKNG) is Positioned to Benefit From Long-Term Travel Growth

Polaris Capital Management, an investment management company, released its second-quarter 2026 investor letter for “Global Equity Strategy”. The letter can be downloaded here. Global markets delivered strong gains during the quarter, supported by an AI-driven earnings rally despite elevated interest rates, inflation concerns, and geopolitical uncertainty. Polaris Global Equity Composite (net of fees) returned 13.26% during the quarter, compared to a 13.90% return for the MSCI World Index,...