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Every article we hold from Defender AM portfolio.
Quarterly report from the Defender Global Fund flagging an 84.7% portfolio return, profits taken on SharonAI following its February Nasdaq uplisting, SharonAI's GPU collaboration with NVIDIA, and fresh investor subscriptions.
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Defender's quarterly newsletter reports an exceptional quarter for its global fund, headlined by portfolio holding SharonAI, which surged after a February Nasdaq uplisting and an NVIDIA GPU deployment partnership.
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Defender's quarterly fund letter reports Q2 performance, AI-themed listed positions, Lyka Pet Food's latest capital raise, and the fund's profitable partial sell-down of its Lyka stake.
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Defender AM's quarterly letter reports the Defender Global Fund's Q2 2024 performance, a fresh Lyka Pet Food raise at a higher valuation, and the fund's profitable part-sale of its Lyka holding.
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Defender's quarterly investor letter reports its global fund's Q1 2024 performance and public-market moves, and revisits its Series A backing of Lyka Pet Food, an Australian fresh pet food maker building a Victorian facility.
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Defender's fund letter reports a 2% quarterly return, discusses listed trades including a semiconductor ETF position, and revisits its Series A investment in Australian pet-food maker Lyka Pet Food.
Defender's quarterly fund letter reports Q2 returns, AI and resources holdings, and portfolio company Lyka's second up-round at a stated US$150 million valuation.
Also SmartCompany·SmartCompany·Techboard·Business News Australia·Forbes Australia
Deals recorded from Defender AM portfolio's coverage. A round is listed once, however many of their articles mention it.
Companies named in Defender AM portfolio's articles, most-covered first.
Investors named in Defender AM portfolio's articles, most-covered first.
| Investor | What it does | Articles |
|---|---|---|
| Defender AM | Investment management across global, credit, tourism and AI funds | 3 |