Skip to navigationSkip to main contentSkip to right columnADVERTISEMENTSoumya EswaranTue, August 11, 2026 at 2:48 PM GMT+2 3 min readInvestment management company Curreen Capital released its second-quarter 2026 Investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund returned 22.26% compared to 15.20% for the S&P 500 Index. The performance was driven by active special case investments, including buying a tender offer, a merger-spinoff, and investments in affordable turnaround opportunities. The fund continues to hold spinoffs of reliable businesses at favorable price ratios and non-spinoff businesses that are undervalued compared to their downside valuation. In addition, please check the firm's top five holdings to know its best picks in 2026.In its Q2 2026 investor letter, Curreen Capital highlighted TriNet Group, Inc. (NYSE:TNET). TriNet Group, Inc. (NYSE:TNET) is a US-based professional employer organization that provides comprehensive human capital management services for small and medium-sized businesses. On August 10, 2026, TriNet Group, Inc. (NYSE:TNET) closed at $67.35 per share, reflecting a market capitalization of $3.09 billion and a year‑to‑date gain of 13.90%. TriNet Group, Inc. (NYSE:TNET) posted a one‑month return of 18.49%, while its shares gained 4.47% over the past 52 weeks."Curreen Capital stated the following regarding TriNet Group, Inc. (NYSE:TNET) in its Q2 2026 investor letter:"We also added to TriNet Group, Inc. (NYSE:TNET) in the second quarter, as a very inexpensive turnaround. TriNet provides health insurance, payroll, and retirement accounts to small and mid-sized businesses. My view is that TriNet is an excellent business that has gone through a difficult period, and is now improving. The company has suffered (after first benefiting) from unexpected changes in health care costs. These first dropped during COVID, and then rose rapidly. This unusual period made it particularly difficult for TriNet to forecast healthcare costs, and thus to properly price its health insurance offerings to customers. The result has been that they have had to raise prices a lot, which cost them customers both this year and last. The company now has a better handle on its prices and costs, and its profit margins are rebounding back to its longer term average. I believe that TriNet's operating results have bottomed and will continue to improve. This should drive the stock price—which was recently in "crazy cheap" territory—higher over the coming years."Is TriNet Group Inc. (TNET) The Best 52-Week Low Stock To Buy Now According to Short Sellers?TriNet Group, Inc. (NYSE:TNET) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 25 hedge fund portfolios held TriNet Group, Inc. (NYSE:TNET) at the end of the first quarter, compared to 33 in the previous quarter. While we acknowledge the potential of TriNet Group, Inc. (NYSE:TNET) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.Terms and Privacy PolicyEU DSA contactPrivacy & Cookie SettingsMore Info