Yahoo Finance | EN590 Commodities
EN590 Commodities GroupMarket Analysis 2026-09-07T12:30:44+00:00
Sands Capital, an investment management company, released its second-quarter 2026 investor letter for "Sands Capital Global Growth Fund". The letter can bedownloaded here. Global Growth seeks the best growth businesses worldwide, leveraging a research team that explores both developed and emerging markets for sustainable competitive advantages. In the quarter, global equities rebounded strongly, driven by AI infrastructure, a key market theme, with demand for computing capacity remaining robust and large tech firms maintaining significant capital investments. Emerging markets, led by Korea and Taiwan, outperformed U.S. and developed markets for six consecutive quarters. The strategy's portfolio returned 22.2%, outperforming the MSCI All Country World Index's 14.9%. The quarter's gains were
About EN590 Commodities Group
25+ years in mineral exploration and extraction. 15+ years of global commodity trading. Based in New York, USA serving 75+ countries.