2 days ago
6
Soumya Eswaran
Tue, June 2, 2026 astatine 9:36 AM CDT 3 min read
Long Cast Advisors, an autarkic registered concern adviser, released its Q1 2026 capitalist letter. A transcript of the missive is disposable to download here. For 1Q26, the portfolio’s cumulative nett returns were flat, aligning with tiny and micro-cap marketplace indexes, including the Russell 2000 and iShares ETFs. Geopolitical and economical factors, including the Iran war, inflation, and marketplace herding behaviour astir AI expectations, influenced these returns. Since its inception successful November 2015, LCA has achieved a cumulative 270% nett return, oregon 13% CAGR, surpassing the indices. Founded successful 2015, Long Cast focuses connected semipermanent investing successful well-researched small- and micro-cap companies, aiming for 15% annualized returns. At the extremity of the quarter, LCA’s apical 5 positions made up 62% of the portfolio. In addition, delight cheque the firm’s apical 5 holdings to cognize its champion picks successful 2026.
In its first-quarter 2026 capitalist letter, Long Cast Advisors highlighted stocks similar Research Solutions, Inc. (NASDAQ:RSSS). Research Solutions, Inc. (NASDAQ:RSSS) is simply a cloud-based exertion institution that provides probe solutions for corporate, academic, government, and idiosyncratic researchers. On June 1, 2026, Research Solutions, Inc. (NASDAQ:RSSS) closed astatine $2.19 per share. One-month instrumentality of Research Solutions, Inc. (NASDAQ:RSSS) was -14.45%, and its shares mislaid 21.22% implicit the past 52 weeks. Research Solutions, Inc. (NASDAQ:RSSS) has a marketplace capitalization of $73.25 million.
Long Cast Advisors stated the pursuing regarding Research Solutions, Inc. (NASDAQ:RSSS) successful its Q1 2026 capitalist letter:
"Research Solutions, Inc. (NASDAQ:RSSS) ($2.57 avg price). The past 50 years – my beingness - has seen countless advancements successful galore areas of industry, from healthcare to payments to tooling, but I deliberation much than thing the alteration successful media – the Internet – has breached everything and caused immense re-sorting. It’s been a large situation for entrepreneurs.
Since we initially made our concern successful RSSS, AI has emerged arsenic a technological menace to the accusation services industry. I spot AI arsenic a tool, similar obsidian, fire, the wheel, etc. and I don’t judge (as I’ve heard others say) that it volition beryllium the past instrumentality humans invent.
Taking this tool-analogy 1 measurement further, it is said that the idiosyncratic holding a hammer sees everything arsenic a nail. I deliberation that’s wherever the marketplace is with AI; it thinks it volition cudgel everything. I disagree. Companies that larn to usage the tools and physique astir them should bash well. Again, a large situation for entrepreneurs..." (Click present to work the afloat text)
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