Snow Focused Value Strategy:
Q3 2026 Commentary
Q3 2026 Commentary
U.S. equity markets navigated rising Treasury yields, persistent inflationary pressures, and geopolitical uncertainty during the third quarter, while market leadership remained concentrated among a relatively small group of companies. In this commentary, the Easterly Snow team examines the implications of higher interest rates, narrowing market breadth, and their continued focus on disciplined, bottom-up stock selection within a concentrated portfolio of value-oriented equities.