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Perspective

Q2 2026 Long/Short Opportunity Fund Commentary

Q2 2026 Snow Long/Short Opportunity Fund Commentary

Long/Short Opportunity Fund:
Q2 2026 Commentary


The second quarter saw equity markets advance to new highs despite ongoing macro uncertainty, with a narrow group of technology stocks driving a significant portion of returns and reinforcing valuation concerns in parts of the market. In this commentary, the Easterly Snow team examines the implications of concentrated market leadership, evolving monetary policy, and why they remain focused on valuation discipline and bottom-up security selection within a long/short framework.

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Learn more about the Long/Short Opportunity Fund (SNOIX)

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