Bronte Capital's Amalthea Fund commentary for the second quarter ended June 30, 2020.
Q2 2020 hedge fund letters, conferences and more
The fund was down by 4.84% in June whereas the globally diversified MSCI ACWI index (in $A) fell by 0.53%. Over the course of the last financial year Amalthea grew by 16.46%, outpacing the 3.91% gain in the ACWI. We write extensively this month on our performance and positioning over the last quarter.
End of Financial Year: The fund’s accountant, Ernst & Young, will be calculating the annual distribution the fund will make (see over).
The distribution is...


