12 Jun'26 Portfolio
A very diversified global portfolio that is underweight technology
Portfolio
Weekly visibility into the Hunting Alphas' portfolio composition and weights.
5 Jun'26 Portfolio
Increasing exposure to healthcare and REITs
29 May'26 Portfolio
Ramping up software exposure
22 May'26 Portfolio
Betting on industrial technology themes.
15 May'26 Portfolio
Increasing energy exposure.
8 May'26 Portfolio
Betting on winners from the global AI buildout
1 May'26 Portfolio
Bullish on global industrials