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Conventum Alluvium Global Fund: Q1 2026 Leaders And Laggards
2026-04-23 · via All Articles on Seeking Alpha

Summary

  • The most significant news from our perspective is the Fund's latest investment - Amazon (down 9.8%).
  • Funding an Amazon purchase with the partial sale of Alphabet enables us to more cheaply capture a broader range of potential AI benefits.
  • LyondellBasell, the plastics producer which we have been calling out as cheap for some time, posted an extraordinary 88.3% return.
  • McKesson, the drug distributor (up 5.6%), and HCA Healthcare, the hospital operator (up 1.5%), posted impressive results.
  • With our new Amazon investment, the Fund now holds 20 businesses and 16.1% cash.

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