CACC - Curreen Capital Q4 2020 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.
• Our fund was up 49.7% in the fourth quarter and 23.5% for the year.
• We bought American Outdoor, CDON, and Credit Acceptance in the quarter. We sold TopBuild, MicroFocus, and reduced Kontoor and Nilorn.
• Curreen Capital invests in ugly ducklings, especially spinoffs. We buy outstanding businesses that are managed well, but are misunderstood and underappreciated by the market.

For further details see: