ADV - Curreen Capital Q1 2024 Investor Letter

2024-04-19 07:30:00 ET

Summary

• At Curreen Capital, we are passionate about making smart long-term investments to build your wealth. We tend to own 5-15 investments at any one time – concentrating our efforts on the very best and most misunderstood opportunities that we can find.
• Our fund was up 2.2% in the first quarter.
• We bought shares in Siemens Energy, sold our shares in Link Administration and Computacenter, and added to VF Corp.
• Siemens Energy combines a world-class electrical power generation business, a world-class electricity transmission business, and an onshore and offshore wind turbine business that is attempting a turnaround.

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