Investor Letters
1290 Funds
- 1290 Diversified Bond Fund Fund Commentary 2Q26 2Q26 —
- 1290 Essex Small Cap Growth Fund Fund Commentary 2Q26 The 1290 Essex Small Cap Growth Fund emphasized semiconductor, component and energy-service exposure tied to AI infrastructure, automation, power-grid expansion and reshoring. It retained an optimistic view on small- and micro-cap valuations while describing healthcare, financials and consumer holdings as relative drags. 2Q26 —
2 letters so far. We collect each new one as 1290 Funds publishes it.