Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” first-quarter 2026 investor letter.
A copy of the letter can be downloaded here
The Fund returned -10.6% in Q1 2026, significantly lagging the S&P 500’s -4.3% returns. The letter noted the quarter as the worst for equities since 2022, with strong corporate earnings being overshadowed by the Iran War and a spike in oil prices. The effects of the AI revolution increased concerns in the investment community.
Despite these uncertainties, the firm believes that the strength of the companies in the portfolio positions it to navigate short-term uncertainties and capitalize on long-term opportunities presented by the AI revolution. In addition, you can check the Portfolio’s top five holdings to see its best picks for 2026. In its first-quarter 2026 investor letter, Burke Wealth Management highlighted CrowdStrike Holdings, Inc. (NASDAQ:CRWD).