- Vltava is a global equity investment fund. Our objective is to achieve long-term capital growth of the assets under management while investing primarily into stocks of publicly traded companies.
- If Putin has succeeded in anything, it is to completely dismantle a functioning domestic economy virtually overnight. We probably never have seen anything like this before, and we may never see it again.
- The direct impact on the global economy might not appear large at first glance.
- A number of long-term changes affecting investment can be expected, and some of these can be seen already. T.
- It is also worth noting that we actually are never able to pinpoint exactly why markets rise or fall. Therefore, isolating the impact of a factor such as war is not really possible.
- If the war ends anytime soon, investors will once again turn their attention to the economic environment that continues to await us.
For further details see:
Vltava Fund - Letter To Shareholders Q1 2022