2 weeks ago
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Soumya Eswaran
Mon, August 10, 2026 astatine 10:34 AM CDT 3 min read
Long Cast Advisers, an autarkic registered concern adviser, released its Q2 2026 capitalist letter. A transcript tin beryllium downloaded here. The steadfast reported beardown net successful the 2nd quarter, with results improving 20%, bringing year-to-date returns to +19%. While show trailed the Russell 2000 and iShares US MicroCap ETF, it remained good up of the iShares SmallCap EAFE (ex-N. Am) ETF. Since inception successful 2015, cumulative returns basal astatine 343% (15% CAGR), reflecting the firm's strategy of concentrated, diligent investments successful tiny and micro‑cap companies. The steadfast remains cautious successful this environment, emphasizing patience and endurance portion avoiding borderline and volatility. In addition, delight cheque the firm's apical 5 holdings to cognize its champion picks successful 2026.
In its Q2 2026 capitalist letter, Long Cast Advisers highlighted NRC Health (NASDAQ:NRC). NRC Health (NASDAQ:NRC) provides analytics and insights to heighten the diligent and worker acquisition of healthcare organizations successful the United States. NRC Health (NASDAQ:NRC) was formerly known arsenic National Research Corporation and changed its sanction successful April 2026. On August 7, 2026, NRC Health (NASDAQ:NRC) closed astatine $20.34 per share, reflecting a marketplace capitalization of $449.9 cardinal and a year‑to‑date summation of 9.30%. NRC Health (NASDAQ:NRC) posted a one‑month instrumentality of ‑6.02%, portion its shares gained 35.95% implicit the past 52 weeks."
Long Cast Advisers stated the pursuing regarding NRC Health (NASDAQ:NRC) successful its Q2 2026 capitalist letter:
"On NRC Health (NASDAQ:NRC), our newest investment, I discussed the company's improvement from proprietor / relation to professionally led absorption team, and the expected benefits from putting a maturation focused, incentivized and entrepreneurial enforcement suite down this beardown and recognizable brand, successful a concern with beardown FCF procreation and successful a marketplace wherever the 2 starring competitors conscionable merged successful a PE backed $6.5B deal.
Quantitative grounds that supports our optimism includes the precocious announced largest declaration successful institution history, starring to the highest 12-mos backlog successful history. Deferred revs are besides increasing and this typically leads sales. Furthermore, absorption indicated that the 2nd twelvemonth of the aforementioned declaration is materially larger than the first, which infers that successful 1 year's time, 12-mos backlog could beryllium adjacent larger, and with capableness to bash more. We proceed to adhd opportunistically."
NRC Health (NASDAQ:NRC) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 8 hedge money portfolios held NRC Health (NASDAQ:NRC) astatine the extremity of the archetypal quarter, the aforesaid arsenic successful the erstwhile quarter. While we admit the imaginable of NRC Health (NASDAQ:NRC) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.
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