Tran Capital Management Multi Cap Growth Strategy’s Q2 2026 Investor Letter

Tran Capital Management, an investment management company, released its second-quarter investor letter for its “Multi Cap Growth Strategy”. In Q2, the Strategy returned 17.5% net (YTD 10.5%), outperforming the S&P 500 (15.2%) and Bloomberg U.S. Mid Cap Index (11.1%). Patient discipline during Q1’s sell-off drove these results. Management remains constructive, emphasizing that market gains are backed by durable corporate earnings growth—with S&P 500 earnings forecasts up 16% for 2026...