October 26, 2026
Fund

Bretton Fund Q3 2026 Shareholder Letter

syahrir maulana/iStock via Getty Images Dear Fellow Shareholders: As the scare over AI replacing software abated, our software stocks performed well.

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INVESTMENTS

TAX

Tax

The Mansion Tax is no substitute for fixing Britain’s broken property tax system

But households are weighing up their own finances too. Not enough is said about whether the taxes people already pay are fair, or how reform could leave struggling households better off. Property tax reform.

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TECHNOLOGY

Cognizant Technology Solutions has rallied over the past month, and the speed.