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| Technology and AI |
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| Consumer Discretionary |
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| Financials |
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| Energy |
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| Healthcare |
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| Communication Services |
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 | Why Muse May Never Need Ads Muse could sidestep ads by becoming a neutral commerce agent, while DoorDash and Airbnb build proprietary agents that steer users toward their own inventories. |
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 | Not So Fast Entravision, the portfolio’s largest position, fell more than 40% from its highs as Q3 returns dropped to 37.8% YTD. |
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| Consumer Staples |
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| Industrials |
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 | Karman Holdings q2’26 Earnings Update Karman Holdings reported 58% Q2 revenue growth, $1.3 billion backlog and margin expansion while replacing leadership and remediating internal-control weaknesses after accounting errors. |
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| Materials |
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 | Zentek Research Note Zentek shipped its first ZenGUARD air-filter order to a Canadian federal facility as its Albany graphite PEA confirmed a US$3.85 billion after-tax NPV. |
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| Real Estate |
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| Utilities |
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| Investor letters |
| No Crying In The Casino |
| Growth Equity Portfolio Third Quarter Review |
| 3Q26 Quarterly Market Review |
| Fairtree Balanced Prescient Fund Q2 2026 commentary |
| Fairtree FR Income Plus Fund Q2 2026 commentary |
| Fairtree Global Flexible Income Plus Fund Q2 2026 commentary |
| May 2026 Update |
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