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Kingfish NAV Dips 7% as Geopolitical Risks Weigh on Consumer Stocks

Kingfish Limited’s portfolio endured a tough first quarter of 2026, with a 7.2% adjusted NAV decline amid Iran conflict-driven volatility. While a2 Milk’s expansion in China buoyed gains, shares in consumer-exposed names and tech-linked Vista Group plunged sharply.
Victor Sage
28 Apr 2026