After an eventful start to 2026, Drum Hill Capital discusses the state of markets and portfolio positioning heading into the back half of the year and beyond.

In May 2026, Zach Olson, Drum Hill's Director of Investment Research, provided an update on the Focused European Value Strategy. The discussion featured a case study on one portfolio company to highlight the teams diligence process, not only within the European strategy but across Drum Hill portfolios.

Drum Hill Capital's take on the past year in markets, and what may be different in 2026 and beyond.