SUMMARY
Over January the Fund returned +9.45%.
Absolute performance was driven predominately by the Fund’s two largest holdings: Titanium technology company IperionX up 35% and Australian radiation therapy company Clarity Pharmaceuticals up 24%. Notable performance was also recorded by German isotope producer Eckert and Zeigler, Australian radiation therapy producer Telix Pharmaceuticals +14%, and US hospital operator Tenet Healthcare + 13%.