Mott Capital Management, an investment research and management firm, released its "Thematic Growth Strategy" Q3 2026 investor letter. A copy of the letter can be downloaded here. The strategy generated a 9.01% YTD return through Q3 2026, trailing the S&P 500 Total Return Index's 12.75%. Sector rotation and weakness in technology shares shaped the market environment. Grail, Illumina, and Microsoft were among the portfolio's strongest performers, while the manager reduced Illumina after its share-price gains and used the proceeds to buy Cboe, citing the growth potential of options trading.
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