Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” second-quarter 2026 investor letter. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined 1.4% in EUR terms, 2.2% in USD terms and 3.9% in AUD terms. Portfolio results were mixed, with Alphabet benefiting from strong Cloud...
Conventum – Alluvium Global Fund’s Q2 2026 Investor Letter
