Thirteen companies, in the order we bought them.

Portfolio · marked live
  1. 01Northbeam SystemsTechnology2020
  2. 02Kestrel FoodsFood & agriculture2021
  3. 03Vela HealthHealthcare2023
  4. 04Harbour FreightLogistics2021
  5. 05Meridian CareHealthcare2022
  6. 06Corvus RetailConsumer2019
  7. 07Tenpoint LabsTechnology2022
  8. 08Ashgrove FarmsFood & agriculture2020
  9. 09Bayline FreightLogistics2024
  10. 10Quarry Road REITReal estate2019
  11. 11Sovereign bondsTreasury—
  12. 12Listed equitiesTreasury—
  13. 13CashTreasury—