AOUT - Curreen Capital Q1 2021 Investor Letter

• At Curreen Capital, we are passionate about making smart long-term investments to build your wealth. Since the fund launched in June 2013, we have grown partners' wealth significantly - outpacing both the S&P 500 and MSCI World indexes. Curreen Capital's performance demonstrates the power of our investment strategy and delivers meaningful benefits for our partners.
• During the first quarter our fund was up 36.7%. The few changes that we made in the portfolio were to ‘water the flowers and cut the weeds.
• On cutting the weeds, I sold one of the two fast growing ‘test’ investments that we had bought in Q3 of last year, because I was disappointed by its operating performance.
• In terms of watering the flowers, we added to several of our existing investments because their operating performance was better than I had expected.

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