With 2024 in the rearview mirror, investor letters are landing in inboxes as fundies shine a spotlight on their champions and seek forgiveness of their sins.
One of the most sought is LHC Capital’s, a boutique hedge fund run by co-chief investment officers Stephen Aboud and Marcus Hughes which is known for its spicy picks – shorting Qantas as former chief executive Alan Joyce was selling stock and betting against the sceptics at sleep apnoea devices manufacturer ResMe
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