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Still concentrated. Still sleeping well. Our H1 2025 letter to investors: pr-realvalue.com/_files/ugd/0a2…
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Our 2024 YE letter by @MattRiechert -2024 performance: +39.4% -Updates on our young elephants: $SFT.LN, $KPG.AX, $TVK.TO, $CACC, $TRUP -Top 1% of German equity retail funds with 10 yr track record pr-realvalue.com/_files/ugd/0a2… Wishing everyone a great 2025!
We have published our semi-annual investor letter (H1 2024) for our P&R Umbrella REAL VALUE fund. Letter highlights: +26.5% performance in H1 2024 Updates on our young elephants Two new investments Two games in the fund industry pr-realvalue.com/_files/ugd/0a2…
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