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✍️  Jackson Peak Capital released its second-quarter 2025 investor letter, highlighting a 24.0% net return compared to MSCI ACWI's 11.3% return.
👉 Jackson Peak Capital's second-quarter 2025 investor letter highlighted a 24.0% net return compared to MSCI ACWI's 11.3% return
👉 The fund's performance was driven by its focus on AI winners and European stimulus and defense
👉 ServiceTitan, Inc. (NASDAQ:TTAN) was highlighted as one of the fund's top five holdings
👉 The fund views certain AI stocks as offering greater upside potential and carrying less downside risk

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