2024-07-25 09:00:00 ET
Summary
- Our portfolio is largely unchanged from last quarter, with Net Lease Office Properties still at the top.
- McBride shares have performed well for us, up about 30% from the level of our initial purchases.
- Talen will continue to sell off its legacy fossil fuel-burning power generation fleet and return excess capital to shareholders through buybacks.
The following segment was excerpted from this fund letter.
Portfolio Updates
Top Ten Holdings ...
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Alluvial Fund Q2 2024 Portfolio Update