OAK BROOK, IL — August 25, 2026
Kuhn Capital Partners today announced the release of its Q2 2026 Client Letter, providing clients with an update on markets, portfolio strategy, and firm-wide developments.
The letter reviews a striking second quarter: even as geopolitical uncertainty remained unresolved, equity markets rebounded sharply and oil prices retraced most of their first-quarter spike. The letter’s central theme: markets do not wait for clarity — prices adjust as the range of likely outcomes narrows, well before anyone can credibly declare a situation over.
The letter also revisits Kuhn Capital Partners’ “All-Weather” portfolio approach, and how the first half of 2026 illustrated it in practice — different strategies leading in different environments, by design.
“An investor who moved to the sidelines in March and waited for the world to feel safe again missed one of the strongest quarters in recent memory,” said Robert Kuhn, Chief Executive Officer of Kuhn Capital Partners. “Our job is not to predict geopolitical headlines. It is to build portfolios that do not depend on any single outcome being correct — and to stay invested while the range of outcomes shifts.”
The Q2 letter includes updates on the core strategies used across client portfolios — Zacks Managed Accounts, Custom Income Notes, Bison II, LP, and Bison Alpha Fund, LP — including Bison II’s continued growth, capped by the August closing of the Traverse acquisition in the Permian Basin.
Clients who did not receive the Q2 2026 Client Letter are encouraged to contact the Kuhn Capital Partners team directly, and the firm will send them a copy.
For more information, visit the Kuhn Capital Partners website or contact the firm directly.
About Kuhn Capital Partners
Kuhn Capital Partners is an independent wealth management firm dedicated to serving its clients through disciplined investment management and comprehensive financial planning. The firm focuses on building resilient portfolios designed to perform across market cycles, emphasizing risk management first, intentional diversification, and access to differentiated opportunities across public and private markets.