Olesen Value Fund +0.9% in July

The fund earned a 0.9% return in July. Despite a very exuberant stock market, all but one of our investments were either flat or down in July. This may be a result of investors shunning boring investments and value stocks in favor of "hot" stocks. This phenomenon also...

Bonhoeffer: Q2 2020 Investor Letter

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Alta Fox Q2 2020 Investor Letter

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Saga Partners’ 2Q20 Investor Letter

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