Snow All Cap Value Strategy:
Q2 2026 Commentary
Q2 2026 Commentary
Equity markets reached new highs during the second quarter, but returns remained concentrated among a narrow group of technology and AI-related companies. In this commentary, the Easterly Snow team examines the risks of today’s elevated growth expectations, the importance of valuation discipline, and why a bottom-up approach continues to uncover compelling opportunities across U.S. equities.