Marram Investment Management’s Q2 2026 Investor Letter

Marram Investment Management’s second-quarter 2026 investor letter reports a +2.7% portfolio return (net of fees), resulting in a year-to-date return of +3.2%. Cumulatively, since inception, the firm has achieved a +632.4% return and a +13.7% annualized return, net of fees. Positive contributions came from MLP Energy Infrastructure, Large Financials, and Biopharma, while Payment Technology investments detracted from performance. The firm emphasizes reasonable pricing and strong fundamentals,...