Alluvium Global Fund Initiates Position in Jack Henry and Exits Global Payments
The Conventum—Alluvium Global Fund reported a 3.8% decline in performance for the third quarter of 2026, trailing the S&P 500, which saw a gain of 2% during the same period. The fund's quarterly activity was marked by significant portfolio rebalancing. During Q3 2026, the fund established a new position in Jack Henry & Associates (JKHY). Simultaneously, the fund completed a full exit from its holding in Global Payments (GPI), signaling a shift in its fintech and financial services exposure.
Topics: asset management fund performance portfolio changes
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