Altex Partners

FUNDS Month 2025 12 months 5 years Accum. Altex Momentum +5.51% +1.01% 11.80% 35.94% Altex Quality +8.11% +1.05% 20.21% 72.47% Altex Growth +5.79% -2.89% 7.08% 30.8% Altex Tactical +3.31% -4.49% -14.49% N/A Markets: After the storm, came the calm, or rather, the buying urgency. The recovery in May was almost…

FUNDS Month 2025 12 months 5 years Accum. Altex Momentum -3.60% -4.04% 1.90% 54.91% Altex Quality -6.73% -7.42% 5.36% 89.13% Altex Growth -2.66% -7.31% -5.85% 52.64% Altex Tactical -3.77% -6.93% -16.06% N/A Markets: In March, indices were negative, dragged by the uncertainty the announcement of tariffs were beginning to generate,…

FUNDS Month 2025 12 months 5 years Accum. Altex Momentum -1.89% -0.45% 7.27% 52.79% Altex Quality -4.96% -0.74% 13.65% 78.98% Altex P. Growth -8.86% -4.78% -0.37% 53.01% Altex Tactical -2.21% -3.29% -12.07% N/A Drop in our equity funds: Altex Momentum -1.89%, Altex Quality -4.96% and Altex P. Growth -8.86%. In…

FUNDS MTD YTD 12 months 5 year Accum. Altex Momentum +1.47% +1.47% 14.05% 49.51% Altex Quality +4.45% +4.45% 25.4% 77.02% Altex Prudent Growth +4.48% +4.48% 15.34% 60.77% Altex Tactical -1.1% -1.1% -8.42% N/A The year starts well for our equity funds: Altex Momentum +1.47%, Altex Quality +4.45% and Altex P.…

FUNDS MTD 2024 12 month 5Y Accum Altex Momentum -5.95% 16.85% 16.85% 48.00% Altex Quality -1.84% 25.96% 25.96% 75.9% Altex Prudent Growth -7.48% 11.69% 11.69% 53.86% Altex Tactical -6.92% -7.54% N/A N/A Good year for our equity funds despite December’s setback. Altex Momentum ends 2024 +16.85%, Altex Quality +25.96%, Altex…

FUNDS MTD YTD 12 M 5Y Accum Altex Momentum 9.54% 24.24% 32.16% 56.76% Altex Quality 13.16% 28.31% 34.11% 79.03% Altex Prudent Growth 14.82% 20.72% 31.00% 64.99% Altex Tactical 2.79% -0.67% N/A N/A This month’s numbers are dazzling. Record monthly performance for Altex Prudent Growth (+14.82%). Second best month for Altex…

Monthly report of our funds as at 31 October 2024. FUNDS MTD YTD 12 M 5Y Accum Altex Momentum 1.44% 13.43% 24.64% 43.9% Altex Quality 0.83% 13.4% 22.77% 60.89% Altex Prudent Growth -0.43% 5.14% 20.31% 45.59% Altex Tactical -3.06% -3.37% N/A N/A Our funds performed well in a tough month…

Monthly report of our funds as of September 30, 2024 FUNDS MTD YTD 12 months  5 years(cumulative) Altex Momentum -0.44% 11.82% 21.30% 43.77% Altex Quality 0.71% 12.46% 20.62% 63.32% Altex Prudent Growth -0.92% 5.60% 14.24% 47.28% Altex Tactical -3.96% -0.32% N/A N/A This month marks two years since we began…

Monthly report of our funds as of August 31, 2024 FUNDS MTD YTD 12 months  5 years(cumulative) Altex Momentum 2.55% 12.31% 18.75% 42.94% Altex Quality 0.79% 11.67% 15.24% 65.92% Altex Prudent Growth 3.49% 6.59% 13.27% 44.98% Altex Tactical -0.24% 3.79% N/A N/A   August Highlights: Strong Performance in a Volatile…

Monthly report of our funds as of July 31, 2024   FUNDS MTD YTD 12 months  5 years(cumulative) Altex Momentum 1,47%  9,52%  14,96%  34,61%  Altex Quality 0,41%  10,80%  14,26%  58,79%  Altex Prudent Growth -4,15%  2,99%  2,72%  35,88%  Altex Tactical -1,25%  4,04%  N/A  N/A    July has been a more favorable…