- Artko Capital - Investing in small/micro cap companies and special situations within a concentrated portfolio.
- For Q2 2021, an average partnership interest in Artko Capital LP returned 0.5% net of fees. At the same time, investments in the most comparable market indexes—Russell 2000, Russell Microcap, and the S&P 500—were up 4.3%, 4.1%, and 8.6% respectively.
- Our results this quarter came from Northern Technologies, Research Solutions and Potbelly, offset by modest detractions from Gaia, Acorn Energy, and our hedges.
- All valuable experience, but one that limited our vision for potential returns; whilethere are certainly Amazons and Googles of the world that can offer returns in the 1000s of percent tothe patient investor, those are few and far between.
For further details see:
Artko Capital Q2 2021 Partner Letter