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Alluvium Asset Management, an asset management company, released its "Conventum – Alluvium Global Fund" second-quarter 2026 investor letter.
The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies.
Despite the broader market strength, the Fund declined 1.4% in EUR terms, 2.2% in USD terms, and 3.9% in AUD terms.
Portfolio results were mixed, with Alphabet benefiting from strong Cloud growth, while Robert Half, H&R Block and other holdings posted solid gains.
However, cable businesses and several healthcare and consumer holdings weighed on performance.
Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Conventum – Alluvium Global Fund highlighted Liberty Capital Corporation (NASDAQ:GLIBK).
Liberty Capital Corporation (NASDAQ:GLIBK) is a communication services company that provides a range of data, wireless, video, voice, and managed services.
rebranded to Liberty Capital Corporation (NASDAQ:GLIBK) in May 2026.
On September 15, 2026, Liberty Capital Corporation (NASDAQ:GLIBK) closed at $25.55 per share.
Over the past month, Liberty Capital Corporation (NASDAQ:GLIBK) declined 1.50% and its shares lost 27.02% over the past 52 weeks.
Liberty Capital Corporation (NASDAQ:GLIBK) has a market capitalization of $1.02 billion, and its stock trades within a 52-week range of $19.30 and $41.18.
| Product | Price | Change |
|---|---|---|
| Brent Crude | $102.14/bbl | +0.34% |
| WTI Crude | $96.90/bbl | +0.21% |
| EN590 Diesel | $846/MT | +0.18% |
| Jet Fuel A-1 | $1090/MT | +0.55% |
| Mazut M100 | $450/MT | -0.15% |
| Bitumen 60/70 | $470/MT | +0.08% |
| Sulphur Gran 99.5% | $470/MT | -0.44% |
| Urea 46% Gran | $650/MT | +1.12% |
| NPK 16-16-16 | $460/MT | -0.28% |
| Nat Gas TTF | $15.42/MMBtu | +0.92% |
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