2 months ago
23
Soumya Eswaran
Mon, July 20, 2026 astatine 7:05 AM CDT 3 min read
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 capitalist letter. A transcript of the missive tin beryllium downloaded here. The small-cap marketplace showed exceptional spot successful Q2, mostly owed to anticipated bid successful the Middle East. The Russell 2000 Index began to rally, propelled by Information Technology, Health Care, and Industrials. The Madison Small Cap Fund (Class I) returned 12.7% successful the quarter, underperforming the Russell 2000's 21.5% and Russell 2500's 20.2%. While beardown gains were seen successful Info Tech investments, caller investments successful underperforming bundle companies negatively impacted wide performance. Nevertheless, assurance successful the semipermanent imaginable of these bundle investments remains high. The steadfast is optimistic astir tiny caps, noting their caller outperformance implicit ample caps, betterment successful definite bundle sectors, and improvements successful immoderate lodging stocks toward the extremity of the 2nd quarter. Please reappraisal the Fund's apical 5 holdings to summation insights into their cardinal selections for 2026.
In its Q2 2026 capitalist letter, Madison Small Cap Fund highlighted Option Care Health, Inc. (NASDAQ:OPCH). Option Care Health, Inc. (NASDAQ:OPCH) is simply a starring US-based infusion services institution that provides IV treatments astatine location and astatine alternate sites. On July 17, 2026, Option Care Health, Inc. (NASDAQ:OPCH) closed astatine $21.74 per share, reflecting a marketplace capitalization of $3.41 billion. Option Care Health, Inc. (NASDAQ:OPCH) posted a one-month instrumentality of 2.07%, portion its shares mislaid 25.47% implicit the past 52 weeks.
Madison Small Cap Fund stated the pursuing regarding Option Care Health, Inc. (NASDAQ:OPCH) successful its Q2 2026 capitalist update:
"Healthcare investments were disappointingly anemic successful the archetypal 4th arsenic well. The Fund had respective investments successful Healthcare that struggled successful the quarter. Option Care Health, Inc. (NASDAQ:OPCH), our concern successful specialty pharmaceuticals, had a pugnacious 4th owed to the nonaccomplishment of 1 of its much profitable specialty drugs. We had been diligent with this transition, but the nett profitability interaction of this cause continued to linger into 2026 and we decided to determination on.
We exited our presumption successful OPCH aft a hard 4th marked by reimbursement delays, declines successful therapy volume, and biosimilar-related pricing pressures. Although absorption remains focused connected controlling costs, we judge these challenges whitethorn instrumentality clip to resolve, and near-term visibility has go progressively uncertain."
Option Care Health, Inc. (NASDAQ:OPCH) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 35 hedge money portfolios held Option Care Health, Inc. (NASDAQ:OPCH) astatine the extremity of the archetypal quarter, up from 33 successful the erstwhile quarter. While we admit the imaginable of Option Care Health, Inc. (NASDAQ:OPCH) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.
English (CA) · 
English (US) · 
Spanish (MX) ·