2024-07-27 22:00:00 ET
Summary
- Our fund was down 1.17% in the second quarter.
- Our purchases in the quarter—and through most of 2024—show where I am finding the most value: good businesses that are dealing with temporary problems.
- We are still cautious when we buy them, starting our purchases at excessively low prices, and then adding more if they drop further.
Apr | May | Jun | Q2 2024 | YTD | Since Inception | Annualized | |
Curreen Capital Partners LP | -0.63% | 0.04% | -0.58% | -1.17% | 1.01% | 187.6% | 10.0% |
S&P 500 | -4.08% | 4.96% | 3.59% | 4.28% | 15.29% | 312.2% | 13.6% |
MSCI World (US Gross) | -3.70% | 4.50% | 2.06% | 2.71% | 11.91% | 201.7% | 10.5% |
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For further details see:
Curreen Capital Q2 2024 Investor Letter