Ptarmigan Global Equity Fund Q2 2026 Webinar Replay

In our July 2026 webinar, we review recent fund performance, portfolio activity and the evolving investment backdrop, highlighting where we see opportunities emerging beneath increasingly concentrated global equity markets. We also discuss rising market dispersion, the implications of the AI investment cycle, and discuss recent additions to the portfolio.

Risk Warning & Disclaimer

This webinar is provided for general information purposes only and is not intended to constitute investment advice, investment research, or a personal recommendation. It does not take into account the investment objectives, financial situation, or particular needs of any individual or entity.

The views expressed are those of Ptarmigan Capital as at the date of publication and are subject to change without notice. References to investment concepts, asset classes, or portfolio construction approaches are included for illustrative purposes only and should not be construed as a recommendation or a solicitation to buy or sell any security or financial instrument.

Drafting tools, including artificial intelligence and automated systems, may be used as part of our content production process, however all materials are subject to human review and approval.

The value of investments and any income derived from them may fall as well as rise, and investors may receive back less than they originally invested. Past performance is not a reliable indicator of future results. Where investments involve overseas assets, returns may be affected by movements in exchange rates.

Ptarmigan Capital Limited is an employee-owned investment management firm providing discretionary investment management services to private clients, trusts, charities, and family offices. This article is intended to explain the firm’s perspective on bespoke investment management and the factors some clients consider when choosing such an approach. It does not relate to any specific investment product or strategy.

Ptarmigan Capital Limited is authorised and regulated by the Financial Conduct Authority (FRN 940407). Registered in England and Wales (Company No. 12715470). Registered office: 17 Cavendish Square, London W1G 0PH.