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As April comes to a close, signs of cautious optimism have returned to the markets. While volatility persisted, investor sentiment improved marginally amid stabilising macroeconomic indicators and renewed interest in undervalued sectors.
Our portfolio continued to perform well, validating the resilience of our approach. While the broader market rebounded slightly, our disciplined focus on fundamentals and margin of safety allowed us to outpace benchmarks yet again.
April was a month of selective opportunity. We trimmed some positions that reached fair value and rotated capital into sectors showing early signs of recovery. Looking ahead, we remain vigilant. With rate cuts potentially on the horizon and geopolitical tensions still in play, our focus will stay on capital preservation while capturing upside through high-conviction, undervalued plays.
Best Regards
Ann... Show More
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Sun Jun 22 2025 05:40:22 GMT+0000 (Coordinated Universal Time)
