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TimesSquare U.S. Mid Cap Growth Strategy Q1 2026 Commentary
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TimesSquare U.S. Mid Cap Growth Strategy Q1 2026 Commentary

Seeking Alpha·TimesSquare Capital Management·about 1 month ago
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Home Latest Articles Summary TimesSquare U.S. Mid Cap Growth Composite (Gross) returned -7.53% in the first quarter, trailing its benchmark as markets navigated a complex backdrop of geopolitical tensions and economic resilience. Take-Two Interactive Software Inc. shares sold off -23% amid speculation regarding Google’s Project Genie, though management reiterated that Grand Theft Auto 6 will launch in November. Cheniere Energy Inc. stock surged 47% as heightened geopolitical tensions and damage to Qatari facilities sidelined 20% of global capacity, significantly tightening the supply-demand balance for liquefied natural gas. EMCOR Group Inc. 2026 guidance surpassed Street estimates as the company continues to benefit from the booming demand for data center infrastructure required by artificial intelligence hyper-scalers. Lattice Semiconductor Corp.…

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