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

We are pleased to have rapidly returned to historic levels of outperformance over the past six months. The portfolios are well positioned for the challenging times that lie ahead, and our team is excited by the prospect of opportunities that inevitably emerge during bear markets. We have materially outperformed our peer group over the medium and long-term. Our aim is to continue to deliver on our purpose, which is to create wealth for our clients.


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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