Arnott Capital commentary for the month of March ended March 31, 2024 Update.
Q1 2023 hedge fund letters, conferences and more
The fund returned positive 3.67% for the month of March 2024. Net exposure averaged 28% long, while gross averaged 131%. This brings our calendar year return to positive 3.08% and since inception return to positive 20.24% p.a. net of fees.
Throughout March, key contributors to fund performance were our long Data is the New Oil theme and Energy theme, with index and derivatives being the largest detractor.
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