ETFs & Funds
Home›ETFs & Funds›Fund Industry›Minot Light Capital Partners touts Q2 gains in its Q2…
Minot Light Capital Partners touts Q2 gains in its Q2 2026 letter
The partnership posted 26.2% gross and 20.3% net returns in Q2, bringing year-to-date results to 22.8% gross and 17.1% net.
Minot Light Capital Partners said in its Q2 2026 investment letter that it generated gross returns of 26.2% and net returns of 20.3% during the quarter. Those results lifted year-to-date performance to 22.8% gross and 17.1% net, according to the letter cited by Yahoo Finance.
In describing what drove results, the fund pointed to strength across several large positions while keeping a diversified portfolio, using limited leverage, and focusing on profitable small and micro-cap companies with strong balance sheets. It also said it has been seeing improving downside protection and upside participation as momentum-driven market trends begin to weaken.
The letter highlighted opportunities tied to sharp post-IPO declines in high-quality non-technology companies. Minot Light reiterated a cautious stance toward expensive AI-related and speculative stocks, while saying it remains open to emerging technology opportunities when valuations and longer-term risk-reward characteristics look more attractive.
Yahoo Finance also noted that the firm’s letter references Rockwell Medical, Inc. (NASDAQ: RMTI) and that the stock closed at $8.70 per share on September 21, 2026. The same source cited that RMTI has a market cap of $32.51 million and has fallen 38.44% over the past 52 weeks, with a one-month return of 2.09%.
Latest closeNasdaq Comp. 27,193.34 ▼1.2%