Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
The Devon Alpha Fund returned 2.7% in June, driven by strong performance from Brambles, Port of Tauranga, and Summerset. The manager sees New Zealand's economy turning upward from a lower base while Australia shows fatigue, creating an attractive opportunity set for active stock selection. The fund increased exposure to BHP Group and Cleanaway at levels believed to be attractive.
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The Devon Alpha Fund returned 2.7% in June, driven by strong performance from Brambles, Port of Tauranga, and Summerset. The manager sees New Zealand's economy turning upward from a lower base while Australia shows fatigue, creating an attractive opportunity set for active stock selection. The fund increased exposure to BHP Group and Cleanaway at levels believed to be attractive.
