Back
Investor Communications
Peregrine Capital on XPeregrine Capital on LinkedIn

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.

View digital brochureDownload PDF
Play “Peregrine Capital Semi-Annual Letter | H1 2026”

Watch this video online

Watch it now

Related insights

Stay connected

Subscribe to Peregrine Capital's regular communications. Gain access to up-to-date news and insights from our world of Hedge Funds, delivered straight to your inbox.

Stay informed. Stay Educated.

Stay Connected