Investor Communications
Newsletter Edition 10
Peregrine Capital’s October 2026 Newsletter: our Q3 2026 hedge fund review, offshore USD funds now open to retail investors, podcasts and market insights.
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- 5 min read
- 27 October 2026

It was a pleasure for us to host you as our investment team, David Fraser (Chairman & Portfolio Manager) and Jacques Conradie (CEO & Portfolio Manager) unpacked our funds' performance, current market dynamics, and the themes shaping our outlooking in the short to medium term.
A special thank you to Bronson Friedman CFP® from Legacy Family Wealth and Ryan Smith from RLS Financial Services for joining our panel discussion. Your shared experiences of investing with Peregrine Capital added valuable perspective and depth to the conversation.


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.
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