BLOOMBERG - Aug 18 - Helsinki-based HCP Focus, which has a slim portfolio of only 12 "high-conviction" stocks, has 16% of its funds invested in Match Group. HCP Focus manages ~70M euros and was the top long-only equity fund over the three years through the first quarter, according to BarclayHedge. It returned an average 22% a year in the past five years through July. Match is its biggest holding, followed by Amazon.com, which has been one of the main holdings since the start of the fund.
by Jonas Cho Walsgard
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