Long Cast Advisers Q1 2026 Letter
Long Cast Advisers reported flat returns for the first quarter of 2026, aligning with small-cap benchmarks amid macroeconomic volatility. The firm made strategic adjustments to its portfolio, adding to positions in National Research Corporation and Cross Country Healthcare while exiting others. Additionally, Matrix Service Company and Pro-Dex provided updates on their financial performance and strategic moves.
- ▪Cumulative net returns for Long Cast Advisers in Q1 2026 were flat, matching small-cap market indexes.
- ▪The firm added to positions in National Research Corporation and Cross Country Healthcare during the quarter.
- ▪Matrix Service Company reported a profitable quarter with revenue guidance suggesting potential EBITDA growth.
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