Electrification continued to perform during June with the largest positions including Tasmea, Southern Cross and Genusplus. In addition, Vysarn, Life 360 and Eureka were strong performers.
We participated in the $150m placement by EBR Systems (see Stocks in Focus) to initiate a position. We see the capital raising as a key catalyst for a re-rating of the shares of this medical device company.
Read the full report NorthStar June Monthly Report