Cedar Creek Partners Q1 2025 Results

2025-04-16 00:30:00 ET

Summary

• Cedar Creek’s average annual return over our 19-year history is 14.3%, net of fees and expenses, which compares favorably to all the indices we compare against.
• On the whole, as of the end of March 2025, the fund’s holdings were trading at 8.0 times our estimate of earnings for the coming year, and 6.6 times expected earnings net of cash at the respective businesses.
• The fund was recently notified by Unkar that they planned to close operations as of the end of 2024.

Dear Partners and Friends:

Most of the major indices were hit pretty hard in the first quarter as investors retreated from the major tech stocks. In the first quarter, the NASDAQ declined 10.4% and the S&P500 ( SPY ) fell 4.3% largely due to the major tech stocks that hurt the NASDAQ. Other indices we track declined comparably. Cedar Creek was up 8.7% on the quarter, net of fees and expenses.[1]

While Cedar Creek Partners focuses primarily on microcap stocks, and over-the-counter stocks in particular, we compare our returns against larger indices as well since we believe we need to outperform the most prominent passive benchmarks over time in order to justify our existence....

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