Q2 2026 Fund Letters Round-Up ✍️

Jul 10, 2026

∙ Paid

Welcome to the 10th edition of the Fund Letters Round-Up newsletter.

It’s exactly what it says on the tin - a curation of quarterly letters from a variety of fund managers, especially emerging fund managers.

Not every Q2 letter is released in the first ten days of July. However, below are 45 letters to get stuck into right away.

Visit the Quarterly Letters page on the website to see the latest letters as we continually add them.

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Latest interviews with fund managers sharing their best ideas…

2026 YTD Performances rounded-up (measured in USD on 30th June 2026).

S&P 500: 10%
Gold Oz: -8.4%
Bitcoin: -33.6%

Fund average so far: 6.52%

A round-up of the most interesting Q2 2026 fund letters published so far…

Capital Employed