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Quarterly Reports

Quarterly investment report — Q2 2026

Full performance attribution, holdings detail and commentary across all strategies.

Bern Capital Investment Team

1 July 2026

1 min read

Quarterly investment report — Q2 2026

This quarter's report includes full attribution analysis across all seven strategies, alongside detailed commentary from each portfolio manager on positioning and outlook.

Global Equities and Technology & Innovation were the strongest contributors to firm-wide performance over the period; the Health Sciences Fund lagged amid a broader repricing of clinical-stage biotechnology names.

Full holdings, performance tables and risk metrics are available in the downloadable report for registered investors.

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