CSPLF News and Press, Countryside Properties plc

Summary The Bonhoeffer Fund, LP, is a value-oriented investment partnership. The fund's objective is to grow capital at a faster rate than market indices over full market cycles and provide minimal. The Bonhoeffer Fund returned -14.9% net of fees in the second quarter of 2022. ...

Maran Capital is a value-driven, concentrated, long-term investment manager focusing on small-cap stocks and special situations because we believe these are the most inefficient corners of the market. In the second quarter of 2022, Maran Partners Fund returned -15.7%, net of all fees ...

Countryside is in the midst of exiting its asset intensive operations in order to focus on its asset light operations. In late May, Inclusive Capital publicly announced that they had submitted a bid to take the company private. At current prices, a strategic acquirer could theoret...

For Q2 2022 Class A interests in Laughing Water Capital returned approximately -19.4%, bringing our year to date returns to approximately -29.5%. We are consciously choosing to accept greater volatility in exchange for the potential to realize greater long-term returns. I believe ...

Alphyn Capital Management LLC (“ACML”) is a registered investment advisor in New York. We help clients invest in high quality public companies to both preserve and grow their wealth over the long-term. The Master Account, in which I am personally invested alongside SMA c...

Countryside (CSP) is transforming itself from a traditional homebuilder that owns land and builds homes on that land to a homebuilder who builds and upgrades homes on a contract and partial ownership basis for nonprofit LAs and HAs. CSP has developed a growing pipeline of mixed tenanc...

The Bonhoeffer Fund, LP, is a value-oriented investment partnership. The fund's objective is to grow capital at a faster rate than market indices over full market cycles and provide minimal. The Bonhoeffer Fund returned -4.4% net of fees in the first quarter of 2022. Multiples are...

On 30 May 2022, Inclusive Capital Partners LP announced a non-binding proposal to acquire Countryside Partnerships for 295p per share in cash. The approach appears very opportunistic: the UK house building sector has been de-rated and profitability at Countryside is at its low point. ...

Maran Capital is a value-driven, concentrated, long-term investment manager focusing on small-cap stocks and special situations because we believe these are the most inefficient corners of the market. In the first quarter of 2022, Maran Partners Fund returned -11.2%, net of all fees a...

Thus far the Countryside investment has been a disaster. This near-term pain is the best thing that can happen. When near-term downside amplifies long-term upside, there is little reason to worry assuming you can remain patient. For further details see: Laughing Water Ca...