Letters by company

Tortoise AI Infrastructure ETF

1 letter discussing TCAI. Everything written about it on this site is on its ticker page.

Grey Owl Capital Management Q2 2026 GOAS increased its weighting toward US-listed equities while retaining an all-season balance across growth and inflation exposures. It argues that stable growth, stubborn inflation and mixed market internals favor diversification over a conventional 60/40 portfolio or directional forecasts. Q2 2026 +4.2% TCAI