Metropolis Completely different Investments, an funding administration agency, launched Q2 2026 investor replace for its world fairness methods. A duplicate of the letter may be downloaded right here. Metropolis Completely different world fairness methods delivered sturdy leads to the second quarter, however trailed the worldwide market pushed by AI enthusiasm. Its Centered International returned +7.08%, and International Fairness returned +5.36% in the course of the quarter. This in comparison with the MSCI All Nation World Index return of +14.93%. YTD, the methods returned +11.28% and +5.29%, vs +11.25% for the index. The worldwide methods contain centered portfolios of long-only equities chosen on a worldwide foundation, geared toward long-term funding potential. The agency stays optimistic about these portfolios, that are constructed based mostly on long-term basic assessments. As well as, please verify the Fund’s high 5 holdings to know its greatest picks in 2026.
In its Q2 2026 investor letter, Metropolis Completely different Investments highlighted Tidewater Inc. (NYSE:TDW). Tidewater Inc. (NYSE:TDW) supplies offshore assist vessels and marine assist providers to the offshore power business. On July 21, 2026, Tidewater Inc. (NYSE:TDW) closed at $78.09 per share, reflecting a market capitalization of $3.88 billion. Tidewater Inc. (NYSE:TDW) posted a one-month return of -7.14%, whereas its shares gained 35.75% over the previous 52 weeks.
Metropolis Completely different Investments acknowledged the next relating to Tidewater Inc. (NYSE:TDW) in its Q2 2026 investor replace:
“Our largest detractor this quarter was Tidewater Inc. (NYSE:TDW), a Texas-based proprietor of tugboats and offshore provide vessels for the power business. The U.S.–Iran ceasefire in June let the air out of power and delivery shares, however we imagine that the multi-year supply-and-demand outlook for offshore vessels stays favorable.”
Tidewater Inc. (NYSE:TDW) just isn’t on our checklist of 40 Most Standard Shares Amongst Hedge Funds Heading Into 2026. In keeping with our database, 31 hedge fund portfolios held Tidewater Inc. (NYSE:TDW) on the finish of the primary quarter, in comparison with 36 within the earlier quarter. Whereas we acknowledge the potential of Tidewater Inc. (NYSE:TDW) as an funding, we imagine sure AI shares provide higher upside potential and carry much less draw back danger. When you’re in search of an especially undervalued AI inventory that additionally stands to learn considerably from Trump-era tariffs and the onshoring development, see our free report on the greatest short-term AI inventory.
In one other article, we lined Tidewater Inc. (NYSE:TDW) and shared Black Bear Worth Fund’s views on the corporate. As well as, please take a look at our hedge fund investor letters Q2 2026 web page for extra investor letters from hedge funds and different main traders.
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