Gator Capital Managementは2026年第1四半期の四半期報告書を公開し、業績はまちまちであったものの、Ameriprise Financialの新たな株式取得について概説した。
同ファンドは、当四半期の絶対収益は低調であったものの、金融セクターのベンチマークを上回る結果となった。小型・中型金融株の保有が相対的な収益に寄与した一方、CompassとFirst Citizensのポジションが業績の重しとなった。運用担当者は1月の上昇を受けてCompassの保有比率を25％縮小し、Santanderによる買収発表を受けWebster Financialを売却した。
Greenlight Capital's funds delivered a 6.5% return in the first quarter of 2026, net of fees and expenses, outperforming the S&P 500's decline of 4.4%. The hedge fund cited gains from gold, healthcare, shipping, and energy stocks amid uncertainty from the war in Iran. Managers emphasized capital preservation given limited downside priced into markets.
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The Hartford Emerging Markets Equity Fund recorded positive absolute returns in the fourth quarter of 2025 but underperformed its benchmark, the MSCI Emerging Markets Index. Security selection in certain sectors contributed to the relative underperformance. Emerging markets equities overall advanced during the period, driven by gains in Latin America.
Conestoga Capital Advisors' Small Cap Composite Portfolio returned -5.01% net-of-fees in the first quarter of 2026, trailing the Russell 2000 Growth Index's -2.81% decline. The fund faced headwinds from software stocks amid valuation compression. Positive contributions came from industrial holdings.
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The Harbor International Compounders Fund (HSICX) returned 3.19% in the fourth quarter of 2025, underperforming its benchmark, the MSCI All Country World ex-US Index, which gained 5.05%. Key holdings like AstraZeneca and SSE contributed positively to performance. The fund made several portfolio adjustments, including new purchases and sales of positions.