LHC Capital’s High Conviction Fund returned 10.2% net for the first quarter of fiscal 2025, which ended in September. For the 2024 calendar year, the fund returned 34.4% net through September with an annualized return of 13% since inception.
LHC Capital is a specialist investment management company based in Australia that combines a fundamental, research-driven investment strategy with a strong capability in risk management. The firm aims to produce absolute returns uncorrelated to general market conditions. Its objective is to achieve superior absolute returns in all market environments, emphasizing capital preservation.
Top contributors
In their Q1 F2025 letter to investors, which was obtained by Hedge Fund Alpha, Stephen Aboud and Marcus Hughes said their top positive contributors were their long...
