Fairlight Alpha Fund Q4 2024 Letter

2025-02-25 02:35:00 ET

Summary

• Fairlight Alpha Fund's Q4 2024 returns were -0.5%, underperforming the S&P 500's 3.0%; however, the fund has returned 504.6% since inception.
• Junior gold mining stocks, Monument Mining Limited and Serabi Gold plc, have low market correlation and are benefiting from rising gold prices and increased production.
• BranchOut Food Inc. is poised for significant growth with a new Peruvian processing plant, projecting $3.8M in Q1 2025 revenue and aiming to be debt-free by year-end.
• Logic Instrument S.A. reported 68% revenue growth in 2024 and targets EUR 50 million in 2025, trading at a low valuation relative to its growth potential.

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