JB Global Capital, an investment management company, released its third-quarter 2025 investor letter. The fund gained 38.4% in the third quarter, reaching a new all-time high at quarter-end. Since the inception on January 3, 2023, the fund has returned 76.4%. It has significantly outperformed its benchmark for the quarter, year-to-date, and—most importantly—since its launch. The strong outperformance was largely a result of its decision to heavily overweight Chinese equities throughout 2023 and 2024. In addition, please check the fund’s top five holdings to know its best picks in...
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