Quickview – Exited Net-Net Positions

While I’m generally unwilling to disclose most of my current holdings, I am more than happy to set out my past successes and failures.  I think that showing my past results in net-nets is particularly useful for my readers.  While there is a plethora of back tests showing fantastic returns from net-nets, there isn’t a large amount on the practical application of the strategy.  As you can see, it’s been a successful strategy for me in the very short term.

 

Name Return Return (€) Holding Period
AS Company SA

ASCO:ATH

+67% +67% 23/12/16 – 12/04/17
Autostrade Meridionali SpA

AUTME:MIL

+40.57% +40.57% 23/12/16 – 18/05/17
Ekter SA

EKTER:ATH

+54.90% +54.90% 07/03/17 – 21/07/17
Genesis Land Development Corp

GDC:TOR

+22.45% +17.07% 07/03/17 – 23/08/17
Hakuto Co Ltd

7433:TYO

+50.39% +37.52% 04/04/17 – 24/08/17
Odawara Auto-Machine Mfg Co Ltd

7314:TYO

+49.23% +37.98% 02/05/17 – 14/12/17
Shinko Shoji Co Ltd

8141:TYO

+61.37% +49.16% 23/05/17 – 22/12/17
Taitron Components Inc

TAIT:NAQ

+10.44% -3.97% 22/12/16 – 27/04/17

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