CNRFF News and Press, Consorcio Ara Sa Ord From 02/09/23

Summary Mindset Value Fund's Aaron Edelheit is passionate about introducing interesting money managers, executives and startups that no one has heard of. His background includes investing professionally for over 25 years and starting and running the American Home. The Mindset Value Fund...

Summary Mindset Value Fund's Aaron Edelheit is passionate about introducing interesting money managers, executives and startups that no one has heard of. His background includes investing professionally for over 25 years and starting and running the American Home. Mindset Value Fu...

Mindset Value Fund finished the second quarter down approximately 32% and are now down 35% for the year. We got the timing on our investment in cannabis wrong. There are now more hurdles to investing in cannabis than there were at the start of the year. There remains an enormo...

Arch Capital is a concentrated, long-only equity fund aiming to compound capital at an above-market rate. Our goal for the fund is to generate 15% returns over the long haul while taking on as little risk as possible. Discipline – especially in bear markets – is how ...

Arch Capital is a concentrated, long-only equity fund aiming to compound capital at an above-market rate. The fund’s performance in 2021 was not up to our standards. Through the first 11 months of the partnership, the fund has returned (3.53%). One thing we’ve fo...

Investment Thesis Consorcio ARA (CNRFF) is one of the largest homebuilders in Mexico. Despite a healthy financial position, consistent profitability, stable growth, and conservative management, the market values the company at 0.39 times book value, 0.24 times the value of its land bank an...