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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 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 Q1 | Mar 31, 2024 | Devon Alpha Fund | 5.4% | 5.4% | CEN.AX, CNU.NZ, CSL.AX, FRE.NZ, GMG.AX, NEM, NZX.NZ, QBE.AX, RMD, SEK.AX, SFR.AX, SKC.NZ, SPK.NZ, STO.AX, VGL.NZ, WEB.AX, WOW.AX | Australia, energy, New Zealand, Resources, technology, Travel | Contact Energy's Tauhara geothermal development represents decarbonization efforts with 152MW capacity expected online in Q3 2024. The company is working to decarbonise their generation portfolio whilst rewarding shareholders with improved margins and returns. | 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. | ||||||||