In this Annual Investor Letter, we reflect on the market forces that shaped performance, the opportunities we captured, and how we are positioning portfolios to continue delivering consistent, resilient returns in an increasingly complex global environment.
Investor Communications
2026 Semi-Annual Investor Letter
From the US-Iran conflict to the AI capex cycle, our semi-annual letter sets out how the funds were positioned through a demanding first half, and why the market is underestimating the returns on AI investment, and where we see opportunity from here.
Investor Communications
Scam Alert: Fraudulent Telegram Accounts and Investment Scams
If you have been invited to a suspicious Telegram group, please exercise caution; you might be a potential scam target! Peregrine Capital communicates only through official channels: direct email, our website, and our LinkedIn, Facebook and Instagram pages. We do not offer investment opportunities or communicate via Telegram groups.
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