The firm’s small- and micro-cap portfolio matched benchmark indexes as geopolitical and AI-driven volatility weighed on performance.
Long Cast Advisors reported flat net returns for Q1 2026, mirroring declines in the Russell 2000 and iShares micro-cap ETFs. The firm cited geopolitical tensions, inflation, and market herding around AI expectations as key factors influencing performance.
Since its 2015 inception, Long Cast has delivered a 270% cumulative net return, or a 13% compound annual growth rate, outperforming broader small-cap benchmarks. The portfolio’s top five holdings accounted for 62% of assets at quarter-end.
Research Solutions (NASDAQ:RSSS), a top holding, closed at $2.19 on June 1, 2026, down 14.45% over the prior month and 21.22% over the past year.