Snow Focused Value Strategy:
Q2 2026 Commentary
Q2 2026 Commentary
Equity markets reached new highs during the second quarter, driven by continued strength in technology and AI-related companies despite increasingly narrow market leadership. In this commentary, the Easterly Snow team examines the implications of concentrated market performance, the risks of today’s elevated growth expectations, and why disciplined, bottom-up value investing continues to uncover attractive opportunities across U.S. equities.