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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
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"Validating positioning through March volatility. Strategic additions focused on monopolistic choke points: Bloom Energy leading solid oxide fuel cells for data center grid constraints, plus space positions in Rocket Lab and Intuitive Machines."
Fund returned +8.1% in April as geopolitical tensions eased, validating positioning through March volatility. Strategic additions focused on monopolistic choke points: Bloom Energy leading solid oxide fuel cells for data center grid constraints, plus space positions in Rocket Lab and Intuitive Machines. Defense exposure added through nLIGHT's laser technology. Maintains leveraged long exposure with positive-carry hedging structure.
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