DFP Capital is a long/short equity fund that applies fundamental analysis to select, evaluate, and opportunistically invest in undervalued situations. At DFP, we believe investing is a process of life-long learning rather than a static prescription. We employ a concentrated, opportunistic, and long-term focused investment approach that emphasizes the purchase of companies expected to outperform over the long runDFP's top five holdings as of June, 2024:V.F. Corporation (VFC)TORM plc (TRMD)Illumina, Inc. (ILMN)Match Group, Inc. (MTCH)Elanco Animal Health Incorporated (ELAN)