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24 apr. 2023
Our largest holding Software AG accepts buy out offer from Silver Lake Private Equity.
Note: Historic returns are no guarantee for future returns. The value of any investment may fall as well as rise. Today, Software AG...
12 apr. 2023
2022 year end letter: positive 8% return, beating the markets by a wide margin.
2022 was a very exiting year for us, with many aspects of the strategy bearing fruit. We ended the year with a positive 8% net return,...
12 apr. 2023
Super Mario movie becomes highest ever grossing animated film over opening weekend.
Nintendo is one of our investments in the portfolio. It has some short-term headwinds (as the console cycle move against the company),...
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