Responsible Manager, Defender AM
Stories naming Nick Hughes Jones. Where several outlets covered the same round, they are bundled under whichever ran the fullest account.
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.
Also Defender AM portfolio·Shearwater Capital portfolio·Business News Australia
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.
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