Alphyn Capital Management, an investment management firm, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here. The Master Account of the fund returned 8.9% net in the third quarter compared to 5.9% for the S&P500 Index. As of September 30, 2024, the top ten holdings accounted for approximately 71% of the portfolio, and approximately 9% of the portfolio was held in cash. In addition, please check the fund’s top five holdings to know its best picks in 2024.
Alphyn Capital Management highlighted stocks like Cogent Communications Holdings, Inc....
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