David Nadel discusses a Fintech holding from Australia and how his strategy navigated the volatile first quarter. [timeless] Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital: Financial Products You Should Avoid? Which areas did well in the portfolio in 1Q18—and which didn’t? I think in terms of what outperformed, you know, not dissimilar from the U.S., Information Technology and Health Care were strong areas that did well.