Alphyn Capital Management’s Q2 2024 Investor Letter

Alphyn Capital Management, an investment management firm, released its second-quarter 2024 investor letter. The Master Account of the fund returned -2.7% net in the second quarter compared to 4.3% for the S&P500 Index. As of June 30, 2024, the top ten holdings accounted for approximately 66% of the portfolio, and approximately 16% 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 Q2 2024 investor letter can be downloaded here.