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Meson Capital Q2 letter

September 26, 2018 : Permanent Link

(Harvest) On the capital allocation side, our efforts have been around our concentrated long positions where we had a great quarter. We achieved liquidity on our InfuSystem position just following the end of the quarter at an attractive price. Our position in SIGA Technologies has continued to advance as it was significantly de-risked following FDA approval. Our largest private position in Software Motor Company also advanced as the company completed a $14mm Series A-2 round which we led via Meson Constructive alongside a strategic investor.

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