Investing with Conviction

This chapter explores the impressive investment performance of a specific fund in early 2025, highlighting a notable 20% increase net of fees and a three-year annual return of 51.7%. It emphasizes the significance of discipline, patience, and a focus on fundamentally strong companies while navigating market volatility. Additionally, it discusses strategic insights from firms like Meta and Spotify, the growth potential of Argent, and the distinctive approach of Minote Light Capital Partners in the small-cap market.