Quarterly investment letter - Q2 2026

Commentary - Quarterly

30.06.26

We invite you to read our Q2 2026 quarterly commentary, which provides detailed insights into our portfolio positioning, recent investment decisions, and our perspective on the current market environment.

Quarterly - Focused Equity Strategy

Quarterly - Growth Equity Strategy

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Investing in Quality, Driven by Value

Lloyd Capital LLC
Weinbergstrasse 100
CH-8802 Kilchberg
info@lloydcapital.ch

© 2026 Lloyd Capital LLC

CFA Institute Asset Manager Code

Lloyd Capital LLC claims compliance with the CFA Institute Asset Manager Code. This claim has not been verified by CFA Institute.