Didn’t know of this fund so thanks for posting this. Their largest position in BEKE is certainly interesting given the current climate, but their conviction is definitely strong!
I was surprised as well, and they even increased their BEKE position in Q2 even though it's down massively YTD. Will definitely be a name to keep an eye on.
Didn’t know of this fund so thanks for posting this. Their largest position in BEKE is certainly interesting given the current climate, but their conviction is definitely strong!
I was surprised as well, and they even increased their BEKE position in Q2 even though it's down massively YTD. Will definitely be a name to keep an eye on.