24 Apr'26 Portfolio
The AI and capex trade
Portfolio
Weekly visibility into the Hunting Alphas' portfolio composition and weights.
17 Apr'26 Portfolio
Positioned for a bull market
10 Apr'26 Portfolio
A lot of risk-on ideas.
3 Apr'26 Portfolio
Fully invested but defensively
27 Mar'26 Portfolio
Finding plenty of opportunities despite weak market indices
20 Mar'26 Portfolio
Gradually building out the active equity picks
13 Mar'26 Portfolio
Limited market exposure