Gresham Quarterly Investment Update Video – Q2 2026

Our Q2 2026 investment update video is now live. Ted Neild, Sean Warrington, and Joe Simpson discuss the repricing underway in venture-backed growth companies, the sharp reversal in AI infrastructure stocks, overlooked opportunities across Asia, and our disciplined approach to real estate.

During the discussion, our team touched on a few timely topics, including how the markets are rewarding cash generation over the potential for growth, technology dispersion and how it creates openings for patient investors, and why simple, value-added real estate strategies are continuing to steadily compound.

Watch our Q2 Investment Video here: