Burke Wealth Focused Growth Strategy’s Q3 2026

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” Q3 2026 investor letter. The fund delivered strong results in the third quarter of 2026, benefiting from a sharp recovery in enterprise software and solid corporate earnings amid continued market volatility. The composite returned 10.8% net of fees, substantially outperforming the S&P 500 Total Return Index’s 2.3% gain, while its year-to-date return reached 20.0%, compared with 12.7% for...