September saw a continuation of positive data points for our portfolio companies, with both reported results and broader news flow pointing to strong demand, still…
August saw a continuation of a positive Q2 reporting period for our portfolio companies, where the figures pointed to strong demand that far…
In July, the second-quarter reporting period for our portfolio companies began. In summary, the figures across the entire supply chain show that demand for AI still far exceeds...
June was another busy month for technology-related news – the latest quarterly reports were published, new models were launched, and new compute deals were signed. The…
May saw the Q1 earnings season continue, with many of our portfolio companies reporting. We continue to see numbers and management commentary that suggest AI demand…
April and the first quarter earnings season is in full swing and many of our portfolio companies have reported. In short, the numbers we see across the supply chain…
March was a very turbulent month in the markets, with the weight of the war pushing up bond yields and markets falling sharply. We also saw some very…
February continued to be characterized by increased market volatility, with technology-related stocks in particular being affected by a more pronounced ”risk-off” climate. With a focus on…
January continued with a lot of volatility in the markets, but the fund delivered positive returns during the month. Fundamentally, we have had a strong reporting season with…