- Andaz is an Australia-based performance-oriented specialist investment manager managing only one equity strategy. Yizhong Chan is the Founder and Executive Chairman and also serves as the portfolio manager for all.
- We increased Nutanix from a 11% weight to the maximum 15% weight; traded around our position in Rakuten on numerous occasions; We added to Nagaileben; We entered into Skillz, Intel, TSMC; re-entered into the voting shares of Zillow Group; entered into NetApp.
- Gross investment return on a calendar YTD basis is 15.9%.
- For the 12-month period to 30 June 2021, fund generated an investment return of +45.4% before fees, expenses, and taxes.
For further details see:
Andaz Private Investments: NOTES TO 30 JUNE, 2021