The document is an investor letter from Honeycomb Asset Management detailing the Q2 2017, Year To Date (YTD), and Inception To Date (ITD) fund performance since their July 2016 institutional launch. It discusses the fund's performance, portfolio strategy, and thematic focus on OLED technology. The letter also includes a year in review and business update, highlighting the firm's approach to risk, talent acquisition, and asset raising.
documents/EFTA00603445.pdf
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