Massif Capital - 3rd Quarter 2024 Letter to Investors

Capital Employed FM

For this episode we read the Massif Capital - 3rd Quarter 2024 Letter to Investors.

The letter discusses...

• Massif Capital Real Assets Strategy 3Q 2024 performance.
• China's Economic Slowdown Impact.
• Key Positions in Siemens Energy and Alphamin.
• Tail-Risk Hedge and Strategic Caution.

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