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Soumya Eswaran
Fri, July 17, 2026 astatine 9:41 AM CDT 3 min read
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 capitalist letter. A transcript of the missive tin beryllium downloaded here. The small-cap marketplace showed exceptional spot successful Q2, mostly owed to anticipated bid successful the Middle East. The Russell 2000 Index began to rally, propelled by Information Technology, Health Care, and Industrials. The Madison Small Cap Fund (Class I) returned 12.7% successful the quarter, underperforming the Russell 2000's 21.5% and Russell 2500's 20.2%. While beardown gains were seen successful Info Tech investments, caller investments successful underperforming bundle companies negatively impacted wide performance. Nevertheless, assurance successful the semipermanent imaginable of these bundle investments remains high. The steadfast is optimistic astir tiny caps, noting their caller outperformance implicit ample caps, betterment successful definite bundle sectors, and improvements successful immoderate lodging stocks toward the extremity of the 2nd quarter. Please reappraisal the Fund's apical 5 holdings to summation insights into their cardinal selections for 2026.
In its Q2 2026 capitalist letter, Madison Small Cap Fund highlighted The Simply Good Foods Company (NASDAQ:SMPL). The Simply Good Foods Company (NASDAQ:SMPL) is simply a Denver based consumer-packaged nutrient and beverage company. On July 16, 2026, The Simply Good Foods Company (NASDAQ:SMPL) closed astatine $12.07 per share, reflecting a marketplace capitalization of $1.07 billion. The Simply Good Foods Company (NASDAQ:SMPL) posted a one-month instrumentality of -4.43%, portion its shares mislaid 63.12% implicit the past 52 weeks.
Madison Small Cap Fund stated the pursuing regarding The Simply Good Foods Company (NASDAQ:SMPL) successful its Q2 2026 capitalist update:
"The Simply Good Foods Company (NASDAQ:SMPL) is simply a user staples institution that owns the Atkins and Quest macromolecule and snack nutrient brands. Over the past fewer years, the institution has faced aggregate headwinds, including outgo inflation, the rationalization of the Atkins brand, and the integration of the precocious acquired OWYN brand. While the rationalization of Atkins led to terrible top-line headwinds, we remained diligent arsenic the much important Quest marque maintained its growth. The caller slowdown successful the halfway Quest macromolecule barroom concern led to a nonaccomplishment of assurance successful absorption and a enactment change. We decided to determination connected to amended opportunities."
The Simply Good Foods Company (NASDAQ:SMPL) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 33 hedge money portfolios held The Simply Good Foods Company (NASDAQ:SMPL) astatine the extremity of the archetypal quarter, compared to 35 successful the erstwhile quarter. While we admit the imaginable of The Simply Good Foods Company (NASDAQ:SMPL) 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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