N°04 Co-Investor Letter 2020
The latest Co-Investor Letter shall be released in February 2021 incl. some modifications in reporting.
2021 - 45 MIN READ
N°03 Co-Investor letter 2019
Up 21.7%. Deep Dive into the businesses of Ryman Healthcare and Credit Acceptance. Some divestments.
MAY 2020 - 45 MIN READ
Special Letter Covid-19
Some thoughts about Covid-19, history and the long-term impact on our investments.
APR 2020 - 15 MIN READ
N°02 Co-Investor letter 2018
Down 7.5%. Deep Dive into our holdings Novo Nordisk and SAP. Thoughts about our portfolio management.
MAY 2019 - 45 MIN READ
N°01 Co-Investor letter 2017
Up 6.3%. Deep Dive into Foot Locker, Inditex, Royal Bank of Canada and some general thoughts.
MAY 2018 - 45 MIN READ