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2019 has been a fruitful year for the portfolio so far.
In 1Q19, the portfolio returned 17.69%, versus 10.51% for the MSCI ACWI ex-US and 9.16% for the DAX.
Year to date, the portfolio has returned 23.22%, versus 11.84% for the MSCI ACWI ex-US and 16.60% for the DAX.
The careful and strategic choice to operate a concentrated portfolio of very idiosyncratic return streams usually allows one to surf a value cycle to these returns.
The top 3 holdings correspond to over half of the portfolio.