In its latest letter, LHC Capital disclosed +4.4% returns for the third quarter of 2025 for their High Conviction Fund. With this gain, funds year-to-date (YTD) reached +12.7%, while the top contributors were a few specific equities.
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LHC Capital is an investment firm founded in 2012 that utilizes a fundamental, research-driven investment strategy. This couples with a strong risk management element and aims to generate absolute returns that are uncorrelated to general market conditions.
In its letter, acquired by Hedge Fund Alpha, the Australian hedge fund detailed what stocks are their favorite ideas.
Also see: Arquitos Capital Up 67% YTD, 14% CAGR Since Inception; Bullish On These Biotech Stocks
Portfolio Commentary
Among positive contributors to the portfolio performance were long positions in
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