Alluvium
Alluvium Global Fund Conventum
Global Mega-cap
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy and positions in 14 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year · follow all of Alluvium for every strategy.
Performance
as of Jun 30, 2026 · net of fees · EUR · EUR
- YTD−3.0%
- 1Y−0.6%
- 3Y · /yr+5.3%
- 5Y · /yr+4.5%
| YTD | 1Y | 3Yper year | 5Yper year | |
|---|---|---|---|---|
| Alluvium Global Fund Conventum | −3.0% | −0.6% | +5.3% | +4.5% |
Disclaimer
These figures are copied from the manager’s latest letter, as of Jun 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
so we bought more
we bought a little more to bring the Fund’s position to 6.4%.
we were forced to sell a little.
Visa Decrease Position
- TrimmedLinamarJun 2026
we were forced to sell a little.
we bought a meaningful amount.
we increased our position
we bought a little more such that it accounts for 6.8% of the Fund.
Mastercard Decrease Position