Yahoo Finance | EN590 Commodities
EN590 Commodities GroupMarket Analysis 2026-09-16T12:28:05+00:00
Alluvium Asset Management, an asset management company, released its "Conventum – Alluvium Global Fund" second-quarter 2026 investor letter. The letter can bedownloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined 1.4% in EUR terms, 2.2% in USD terms, and 3.9% in AUD terms. Portfolio results were mixed, with Alphabet benefiting from strong Cloud growth, while Robert Half, H&R Block and other holdings posted solid gains. However, cable businesses and several healthcare and consumer holdings weighed on performance. Also, check the fund's top five holdings to see its best picks in 2026. In its second-quarter 2026 investor
About EN590 Commodities Group
25+ years in mineral exploration and extraction. 15+ years of global commodity trading. Based in New York, USA serving 75+ countries.