CNSWF - Zelikovic Investments Letter (Updated Q2 - 2024)
2024-07-26 07:25:41 ET
Summary
- Ayalon (4D) Global Stocks Fund generated during the past year, 2023 (01.01.23-31.12.23) a return 24.83%. The returns YTD for 2024 are 7.62%.
- Investment strategies include focusing on Compounder stocks, Micro-Cap Value stocks, Special Situations, and Net Net Stocks, with a focus on Return on Equity and Return on Invested Capital ratios.
- I also discuss consistent "Return On Equity" – the Critical Ratio for Finding "Compounder" Stocks.
"The Secret to Success is To Do Common Things Uncommonly Well " - John D. Rockefeller
Dear Investors,
I have the privilege to write to you our annual letter for the fiscal year of 2023 (updated - Q2, 2024)....
Zelikovic Investments Letter (Updated Q2 - 2024)