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Conventum – Alluvium Global Fund’s Q2 2024 Investor Letter

Alluvium Asset Management, an asset management company, released its “Conventum - Alluvium Global Fund” second-quarter 2024 investor letter. The Fund retreated by 2.3%, 3.0%, and 5.3% in EUR, USD, and AUD respectively, in the quarter. Excitement over AI continues, and some are drawing comparisons between the current environment and the late 1990s dot-com bubble. In addition, please check the fund’s top five holdings to know its best picks in 2024.

A copy of Alluvium Asset Management’s Q2 2024 investor letter can be downloaded here.