We went live on April 13th for our quarterly review to dive into the current portfolio, our major structural shift to the UK, and the new private equity deals on the horizon.
If you couldn’t make it, here’s the complete recording.
Additionally, we included a simple breakdown of the heavy-hitting topics we covered:
Portfolio & Performance Overview
Performance: Equity Focus is up about 8%, significantly outperforming the broader market, which is currently near break-even or down.
Oil & Gas Holdings: This sector represents about 30% of the portfolio at cost. Key holdings include Saturn Oil, Yangarra Resources, Constellation Oil Services, and TGS.
Infrastructure & Energy: There is a heavy focus on “compute” as a new currency, which relies on electricity and copper. Yü Group is a key player here, using smart meters to optimize B2B energy margins.
