Reaves Long Term Value Strategy’s Q2 2026 Investor Letter

Reaves W H & Co Inc’s second-quarter 2026 investor letter reports a 10.55% (gross) increase for its “Reaves Long Term Value Wrap Strategy,” outperforming the MSCI USA Infrastructure Index’s 6.31% decline. Cash distributions grew 6.7% in the quarter compared to Q2 2025. Despite geopolitical uncertainty, investor sentiment remained strong. AI expansion benefits companies in construction, connectivity, and infrastructure, especially in utility, communication, engineering, electrical, and...