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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
|---|---|---|---|---|---|---|---|
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"Harvest Lane delivered a solid 9.11% return in CY2025 by capturing alpha in contested Australian M&A situations while successfully leveraging legal and regulatory channels to secure better deal outcomes."
Harvest Lane Absolute Return Fund delivered a net return of 9.11% in CY2025, outperforming the RBA Cash Rate by 5.28%. Performance was driven by positive outcomes in contested corporate takeovers, including Pointsbet (tendered to Betr at $1.40) and New World Resources. The manager notes the persistent risks of non-binding indicative offers (NBIOs) which saw high-profile failures (Santos, AUB Group, Abacus). The letter outlines the manager's active approach through 'Little a' activism, taking Topline to the Takeovers Panel over its Dropsuite share sales, and publicly agitating for better protections under schemes of arrangement during the contested Mayne Pharma/Cosette transaction.
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