📅 Earnings season, low volatility outperformers and the semiconductor supply chain

We've officially entered the first earnings season of 2026. Last week saw a number of quality growth companies report their earnings (including Visa and Mastercard), and this coming week will see many more (including Fortinet).

Here's a breakdown of the earnings results for the companies in the Long Equity portfolio. The payment companies in particular continue to demonstrate just how strong their growth potential is.

We will see the following LE portfolio companies report their quarterly earnings later this month: