ChoiceEquitiesFund
Hidden Value Stocks issue for the third quarter ended September 30, 2022. This part covers the updates from the previous issue of Hidden Value Stocks. It features interviews with Arquitos Capital, Maran Partners Fund and Choice Equities Fund. See Part 2 here. IntroductionIn the first half of this issue, we have our usual updates from funds previously profiled in Hidden Value Stocks. Q2 2022 hedge fund letters, conferences and more In the second half, there's an interview with Mesut Ellialtioglu, Turkey investment officer of the Talas Turkey Value Fund. In the interview, the manager discusses w...
ValueWalk
Choice Equities Fund commentary for the second quarter ended June 30, 2022. Dear Investor: I hope this letter finds you well. Choice Equities Fund generated losses of -17.4% on a net basis in the second quarter, taking year-to-date performance to -34.6%. This compares to the Russell 2000’s -17.2% loss for the quarter and -23.5% loss year-to-date and the S&P 500’s loss of -16.1% for the quarter and -20.0% loss year-to-date. Since inception in 2017, the fund has generated annualized gains of +15.7% versus +5.6% and +12.0% for the Russell 2000 and S&P 500, respectively. Q2 2022 hedge fund letters...
ValueWalk
Choice Equities Fund commentary for the second quarter ended June 2021, discussing their new position in new position Identiv Inc (NASDAQ:INVE). Q2 2021 hedge fund letters, conferences and more Dear Investor: I hope this letter finds you well. I am pleased to report another positive quarter of appreciation for our portfolio. Choice Equities Fund generated gains of +6.2% on a net basis in the second quarter, for year-todate gains of +37.1%. This compares to the Russell 2000’s +4.3% gain for the quarter and its +17.5% return for the year thus far. The S&P 500 produced gains of +8.6% for the quar...
ValueWalk
Hidden Value Stocks issue for the second quarter ended June 30, 2021, featuring an interview with Choice Equities Fund‘s Mitchell Scott, discussing the four Ms for critical success. Choice Equities: IntroductionMitchell Scott, CFA Choice Equities Fund (CEF) is an investment partnership that seeks to generate market-beating returns over any rolling multi-year investment period while minimizing the risk of permanent impairment of capital. The fund invests through a concentrated, long-bias portfolio which typically consists of 10 – 15 equity longs, frequently of the small-cap variety. Choice Equi...
ValueWalk
Choice Equities Fund commentary for the fourth quarter ended December 2020 discussing their portfolio holdings Magnite Inc (NASDAQ:MGNI), At Home Group Inc (NYSE:HOME), Pitney Bowes Inc. (NYSE:PBI), Select Interior Concepts Inc (NASDAQ:SIC), and Viad Corp (NYSE:VVI). Q4 2020 hedge fund letters, conferences and more Dear Investor: I hope this letter finds you well. I am pleased to report another strong quarter of investment performance. Choice Equities Fund generated gains of +23.1% on a net basis in the fourth quarter, finishing the year with gains of +76.3%. This compares to the Russell 2000’...
ValueWalk
Choice Equities Fund commentary for the third quarter ended September 2020, highlighting multiple multi-baggers from each of their themes of Digital Advertising Beneficiaries and Small Cap Value Stocks.Q3 2020 hedge fund letters, conferences and moreDear Investor:I hope this letter finds you well. I am pleased to report a second consecutive quarter of strong performance. Our portfolio finished up +35.0% on a net of fees basis for the quarter, producing net gains of +43.3% for the year thus far. This compares to the S&P 500 which finished up +8.9% for the quarter and 4.9% for the year-to-date, ...
ValueWalk
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