Portfolio continues to evolve

March 2026

It has been a fruitful period for the Fund since the start of 2025 and we discuss in the quarterly why we believe the Fund remains well positioned. The portfolio continues to evolve with three new names established this quarter. Have a read of our quarterly report here or you can find our usual monthly factsheet here.

Elsewhere, Geoff recorded an overview video which you can find on the home page of our website, and as always, do be in touch if you would like more colour.