Tip: Try a valid symbol or a specific company name for relevant results Can the Cox Acquisition Reverse Charter Communications’ (CHTR) Broadband Growth Concerns? The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading.
Coinbase pays us for certain activity generated through this link. Prices displayed are informational. Alluvium Asset Management, an asset management company, released its "Conventum – Alluvium Global Fund" second-quarter 2026 investor letter.
The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined 1.4% in EUR terms, 2.2% in USD terms, and 3.9% in AUD terms.
Portfolio results were mixed, with Alphabet benefiting from strong Cloud growth, while Robert Half, H&R Block and other holdings posted solid gains. However, cable businesses and several healthcare and consumer holdings weighed on performance. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Conventum – Alluvium Global Fund highlighted Charter Communications, Inc. (NASDAQ:CHTR). Charter Communications, Inc. (NASDAQ:CHTR) is a US-based broadband connectivity company. On September 15, 2026, Charter Communications, Inc. (NASDAQ:CHTR) closed at $141.20 per share.
Over the past month, Charter Communications, Inc. (NASDAQ:CHTR) declined 7.39% and its shares lost 47.32% over the past 52 weeks. Charter Communications, Inc. (NASDAQ:CHTR) has a market capitalization of $24.73 billion and its stock has traded within a 52-week range of $111.55 and $285.82. Conventum – Alluvium Global Fund stated the following regarding Charter Communications, Inc. (NASDAQ:CHTR) in its Q2 2026 investor letter: > "**Charter Communications, Inc.**(NASDAQ:CHTR) and its tracking stock Liberty Broadband fell 34.1% and 33.7% following the release of Charter's results in April.
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