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The Rob Vinall Podcast
RV Capital's Letter to Co-Investors in the Business Owner Fund for the first half of 2023
Sep 5, 2023
The podcast discusses new investments in Interactive Brokers, increased investments in Meta Platforms and Ryman Healthcare. It also explores why the fund is concentrated in individual companies and what drives their weighting in the portfolio. Additionally, there is a discussion on AI and its impact, as well as the fear of AI replacing website software. The podcast also announces Aavee Capital's annual gathering with special guest, Nia Zohar from Wix.
33:53
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Quick takeaways
- AVI Capital made new investments in Interactive Brokers, Meta Platforms, and Ryman Healthcare.
- AVI Capital follows a concentrated investment strategy with around 10 holdings for potential outperformance.
Deep dives
Increase in Business Owner Fund's NAV
The NAV of the Business Owner Fund increased by 27.1% in the first half of 2023, reaching 669.03 euros. This represents a compound annual growth rate of 13.8% since the fund's inception in 2008.
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