- During the first quarter of 2023, the Memnon Opportunities Strategy (the “Portfolio”) returned 10.3% gross of fees. The MSCI EUROPE MID CAP TR net (the “MSCI Europe MID”) returned 8.1% and the MSCI EUROPE TR net (the “MSCI Europe”) returned 8.6%.
- The Portfolio remains very concentrated with 22 names, with top 10 positions making up 58% of the portfolio.
- During the quarter, we initiated positions in…
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