Greystone Capital’s median account returned 7.2% in Q2 2026, underperforming major indices amid a focus on fundamentals over AI-driven gains.
Greystone Capital Management reported a median account return of 7.2% for Q2 2026, lagging the S&P 500’s 15.2% and the Russell 2000’s 21.5%. Year-to-date returns stood at 8.6%, compared to 10.2% and 22.5% for the respective indices.
The firm’s strategy prioritizes business fundamentals over index-driven or AI-related gains, citing valuation risks in the current market. Since inception, Greystone has delivered a cumulative return of 222.0%, outperforming relevant benchmarks over time.
Pitney Bowes Inc. (PBI) was highlighted as a top holding, closing at $17.53 per share on July 31, 2026, with a market capitalization of $2.4 billion.