Homestead Advisers
Homestead Advisers Small-Company Stock Fund
Jun 2026 → Sep 2026
Our archive holds 2 letters from this strategy, behind 3 investment theses and positions in 11 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year — follow all of Homestead Advisers for every strategy.
Performance
as of Jun 30, 2026 · USD
- YTD+14.9%index +22.6%
- 1Y+23.2%index +40.8%
Index: Russell 2000 Index
| YTD | 1Y | |
|---|---|---|
| Homestead Advisers Small-Company Stock Fund | +14.9% | +23.2% |
| Russell 2000 Index | +22.6% | +40.8% |
Disclaimer
These figures are copied from the manager’s latest letter, as of Jun 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
We have exited the position.
We viewed this development as a break in our thesis, and we exited the position.
Also held
Its investment theses
- Sterling Infrastructure, Inc.Sep 2026Sterling Infrastructure is a specialty engineering and construction company whose scale, execution capabilities, and multiyear backlog visibility support its role in data center and mission-critical facility buildouts.
- Twist Bioscience Corp.Sep 2026Twist Bioscience uses a proprietary silicon-based platform to manufacture synthetic DNA at scale and could benefit as drug discovery becomes increasingly data-intensive.
- Sterling Infrastructure, Inc.Jun 2026Sterling Infrastructure benefits from data center growth and scale could support stronger margins over time.