Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the "Growth Equity Strategy. A copy of the letter can be downloaded here. The strategy highlighted a strong quarter for the portfolio amid a market rally increasingly shaped by AI-related themes. The strategy generated a 17.5% net return during the quarter, compared to the benchmark's (MSCI World Growth AC) 19.0% gain. The letter noted that Q2 gains were concentrated in semiconductor equipment and memory chip companies, while software stocks continued to face pressure from concerns around AI disruption. Portfolio performance was driven by its overweight exposure to semiconductors, cybersecurity, and communications.
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