Vulcan Value Partners’ Q3 2026 Investor Letter

Investment management company Vulcan Value Partners recently released its third-quarter 2026 investor letter. The portfolio reported a strong quarter, with all strategies except Small Cap reporting positive absolute results. In the quarter, the Large Cap Composite (Net) returned 7.4%, the Small Cap Composite (Net) returned -1.2%, the Focus Composite (Net) returned 8.9%, the Focus Plus Composite (Net) returned 8.8%, and the All-Cap Composite (Net) returned 7.5%. The firm emphasized its focus...