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Six months into the 2026 U.S. Investing Championship, Ashva Capital Management is up approximately 27.2% year-to-date through June 2026.
We have outperformed the S&P 500 and moved up in the million-plus money manager division.
The strong start has reinforced three lessons from Buffett, Munger, Graham, and Siegel.
First: equities remain the greatest long-term wealth-building asset class.
In 2008, Buffett wrote “Buy American. I Am.” The lesson still matters: when fear is everywhere, long-term investors should look for opportunities to own great businesses at attractive prices.
Second: you do not have to wait for perfect clarity.
Buffett put it best: “If you wait for the robins, spring will be over.”
The best opportunities rarely arrive with calm markets and clean headlines. They arrive when uncertainty is high, sentiment is poor, and the future still looks messy.
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