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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, beating the markets by a wide margin. And this year has started of strongly.


Click link below for the full End of Year Letter.


Note: Historic returns are no guarantee for future returns. The value of any investment may fall as well as rise.



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Q1 2024 Investor Letter

We're thrilled to report that our fund continues to perform, up 37% since end of 2021 while OMX GI is flat. Check out the link below for more details: Q124 +5% after +23% 2023 and +8% 2022 (mailchi.mp

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