March 2020 Portfolio Update
March Madness So I’ve had probably my best month as an investor so far. My portfolio is up ~20% MTD and ~15% YTD. I generally judge my performance against the ACWI EUR Index which was
Continue readingDeep Value | Special Situations | Money
March Madness So I’ve had probably my best month as an investor so far. My portfolio is up ~20% MTD and ~15% YTD. I generally judge my performance against the ACWI EUR Index which was
Continue readingA profitable and (in my view) simple deep value strategy is to invest in closed end funds (or “investment trusts” as they call them in the U.K.) trading at unjustifiable discounts to NAV. I’ve had
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