EPE Special Opportunities saw a dramatic rise in its NAV as its largest holding, Luceco, IPOd. Alternative Liquidity’s discount narrowed a little as its share price rose after it announced an increase in its NAV. One of Polo’s investments won a court case and another’s gold mine commenced production. Menhaden’s discount narrowed. India Capital Growth had a good month, we published a note on it. It, like most of the funds on these lists, was a beneficiary of weak sterli
