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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q3 | Sep 30, 2024 | Devon Alpha Fund | 7.2% | - | AIA.NZ, BHP, CEN.NZ, CSL.AX, FBU.NZ, GMG.AX, GNE.NZ, IFT.AX, MCY.NZ, MEL.NZ, MQG.AX, ORA.AX, POT.NZ, RIO, SEK.AX, SFR.AX, SKC.NZ, SPK.NZ | Australia, China, Data centers, dividends, Mining, New Zealand, rates | Mining sector recovered strongly during September with Chinese authorities announcing fiscal and monetary policy measures to support the economy. BHP rallied 15.5%, Rio Tinto gained 15.8%, and Sandfire Resources jumped 25.6% on strong free-cashflow generation expectations and copper price rally. | View | |
| 2026 Q1 | Apr 13, 2026 | Devon Alpha Fund | 8.7% | 8.7% | AIA.NZ, COL.AX, CSTCF, FRE.NZ, GMG.AX, IFT NZ, JHX.AX, MQG.AX, NAB.AX, ORI.AX, SLC.AX, STO.AX, SUM.NZ, TRA.NZ, VSL.NZ | AI, Australia, Data centers, energy, Geopolitical, New Zealand, technology | View | ||
| 2025 Q1 | Mar 31, 2025 | Devon Alpha Fund | -6.3% | -6.3% | AIA.NZ, BHP.AX, CAR.AX, CEN.AX, CNU.AX, CWY.AX, HSO.AX, MET.NZ, MFT.NZ, NPH.NZ, NST.AX, OML.AX, ORI.AX, RHC.AX, RIO.AX, SEK.AX, SFI.AX, TLS.AX, VGL.AX, WFD.AX | Australia, China, commodities, equities, gold, New Zealand, tariffs, Trade Policy | Trump's escalating tariff regime dominated March markets, with 25% tariffs on Canada/Mexico briefly implemented, 20% tariffs on China maintained, and reciprocal tariffs on 180+ countries announced. The administration views tariffs as deficit reduction and debt payoff tools, though demand destruction and broader economic impacts remain uncertain. | View | |
| 2024 Q4 | Dec 31, 2024 | Devon Alpha Fund | 0.4% | - | AIA.NZ, ALL.AX, ANZ.AX, BXB.AX, CAR.AX, CEN.AX, CWY.AX, GMG.AX, HSO.AX, MCY.NZ, MET.NZ, MFT.NZ, MWE.NZ, NPH.NZ, OML.AX, POT.NZ, RMD, SEK.AX, SPI.AX, VGL.NZ, WOW.AX | Australia, dividends, gaming, infrastructure, Logistics, New Zealand | Multiple infrastructure assets featured prominently including Contact Energy benefiting from new geothermal capacity commissioning, Port of Tauranga positioned for recovery in export shipments, and Auckland International Airport removing overhang through council stake sale. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||