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Summary It has been a volatile quarter in equity markets, but our composite declined less than most major indices. In our Q3 update, we explain our investment thesis in Enova International, a subprime online lender. We also discuss the current fears gripping world equity marke...
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...
The outlook for Shinoken Group looks positive post-pandemic, with FY12/2020 orders growing 40% YoY driven by demand from individual landlords. The company is developing a sizable recurring revenue stream from real estate management services. It started conducting asset sales to a priv...