MD Heath Behncke gives a performance and market update for the Holon Photon Fund for May 2022 below. He discusses key market themes for the month along with portfolio activity.
You can read the performance report here.
We would like to firstly make it explicitly clear to our readers that we do not in any way support the military conflict between Russia and Ukraine. War is horrible and the wrong action regardless of who is involved....
There is growing talk that technology stocks are overvalued and vulnerable to a crash in 2021, with the Nasdaq Composite Index up 60% since January 2020 and 110% since the Covid-19 market lows in March 2020. But while some...
The Commonwealth Bank (CBA), Australia’s largest bank and company (with a market cap of A$175bn), recently rallied to all-time highs, crossing the A$100 mark. But we don’t believe these moves are based on fundamentals. In this article we compare...
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