Hedge Fund Performance

Executive Summary The second quarter of 2026 was defined by a market rebound supported by strong corporate earnings. The fear of AI overspending and the risk of overproduction continues to float amongst investors’ minds. There were significant market momentum movements as the quarter was determined by volatile swings and short-term

*NAV per share as of Apr 3 is to highlight the extreme volatility markets have faced due to the US-Iran War. Executive Summary The first quarter of 2026 was defined by significant market volatility driven by an escalating geopolitical environment. Rising oil prices and uncertainty surrounding the duration of the

We are pleased to report that Capital Growth Fund LLC generated a return of 47.99 % in calendar-year 2025, outperforming the Russell 2000 by 4,787 basis points and placing the partnership in the top-decile of our small-cap peer group. The result was driven by a concentrated, catalyst-rich book that benefited