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Thematic (Sector/Industry)

United states Financials / Thematic (Sector/Industry)

<ul><li>Bonhoeffer Fund's commentary for the second quarter ended June 30, 2026.</li><li>Dear Partner, Throughout the first six months of 2026, Bonhoeffer Fund 1) continued to sell slower-growth firms, 2) purchased durable, faster-growing firms in temporarily depressed sectors and 3) identified similar opportunities in new industries.</li><li>One ideal way to manage a portfolio is to invest in a set of potential investment winners, let the market work, retain the firms that maintain or increase return on invested capital (“RoIC”), and replace lagging investments with new potential investment winners.</li></ul>

Bonhoeffer Fund's commentary for the second quarter ended June 30, 2026.Dear Partner, Throughout the first six months of 2026, Bonhoeffer Fund 1) continued to sell slower-growth firms, 2) purchased durable, faster-growing firms in temporarily depressed sectors and 3) identified similar opportunities in new industries.One ideal way to manage a portfolio is to invest in a set of potential investment winners, let the market work, retain the firms that maintain or increase return on invested capital (“RoIC”), and replace lagging investments with new potential investment winners.

Bonhoeffer Fund Q2 2026 Commentary