Alphyn Capital Management’s Q1 2024 Investor Letter

Alphyn Capital Management, an investment management firm, released its first-quarter 2024 investor letter. The Master Account of the fund returned 7.1% net in the first quarter compared to 10.6% for the S&P500 Index. As of March 31, 2024, the top ten holdings accounted for approximately 66% of the portfolio, and approximately 8.2% of the portfolio was held in cash. In addition, please check the fund’s top five holdings to know its best picks in 2024.

A copy of Alphyn Capital Management’s Q1 2024 investor letter can be downloaded here.