Fairlight Capital
Fairlight Alpha Fund
Mar 2026 → Mar 2026
Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 4 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year · follow all of Fairlight Capital for every strategy.
What it bought and sold
This is a new position for us built up in Q1 2026, in an exciting business that has a long-term inflection in its business strategy, pivoting more toward the manufacture of specialist cellular concrete products.
Also held
- Beng Kuang Marine Limited
- Valeura Energy
- Monument Mining