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Hedge Fund
Jamarant Capital, LP 1H 2024 Investor Newsletter
August 2024 - Hedge Fund
Jamarant Capital returned -2.2%, net of fees and expenses for the second quarter of 2024 and is up 8.8% for the first half of the year. At the end of the second quarter, we had board representation at one of our investments, representing 8.4% of our total capital. In addition, 32.4% of our total assets were invested in Canadian listed securities. We have hedged 24.3% of our portfolio with a short position against the Russell 2000.
The first six months of the year followed much of the same playboo