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Meridian Hedged Equity Fund reviewed its Q2 2026 performance, highlighting Intercontinental Exchange (ICE). The fund noted ICE faced headwinds from declining trading revenue and rising competition fr…
Sands Capital reported a 23.2% fund return for Q2 2026, driven by robust AI infrastructure demand. The letter also defended Intercontinental Exchange (ICE), arguing that market fears over AI disrupti…
Emerald Wealth's Q2 2026 letter flags ICE's 21% drop as AI-narrative overreaction, not fundamental weakness. It also warns semiconductor/memory rally reflects late-cycle froth, not durable earnings, …
Jensen Investment's Q2 2026 letter noted S&P 500's strongest quarter in six years, driven by AI/semiconductor rally. Fund underperformed benchmark; highlighted Broadridge (BR) weakness on tokenizatio…