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2023-04-14 18:18:01 ET Summary trivago N.V. sustained its rebound despite macroeconomic headwinds in 2022. Its solid financial positioning is still one of its cornerstones. The travel outlook this year remains promising as the market becomes more manageable. The trivago st...
The fund is a long-only investment manager. We do not use leverage and we do not short. Since we only invest when we have high conviction, we manage a concentrated portfolio. The Fund portfolio returned 12.1% for the September quarter. Over the past year, the portfolio has returned 78...