This article brings together hedge fund investor letters for the third quarter of 2026.
| 10/5/2026 | St. James Value Investors Fund | $ARM, $AMD, $KO, $INTC, $TSM |
| 10/5/2026 | Andrew Hill Investment Fund | OKE, GRMN, ANET, VRTX, ADP, LNG, LLY, MSFT, AAPL, |
| 10/5/2026 | Palm Valley Capital Fund | $GNTX, $DOX, $MAN, $KELYA, $UTZ, $CLX, $RYN, $REYN, $FLO, $AVA, $SFD |
St. James Investment Company has released its “Value Investors” third-quarter 2026 investor letter, outlining an increasingly difficult environment for value investors. Rising interest rates, higher energy prices, record...
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Andrew Hill Investment Advisors has released its third-quarter 2026 investor letter, reviewing a market pulled in competing directions. Rising oil prices, higher interest rates, and persistent inflation weighed...
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Palm Valley Capital Management has released its third-quarter 2026 investor letter for the Palm Valley Capital Fund. The fund gained 1.61% during the quarter, outperforming the S&P SmallCap...
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