July 01, 2019
"My life is for itself and not for a spectacle." Qualitative small-cap value investor.
Askeladden Capital Q2 2019 Letter
YTD through 6/28/2019, Askeladden Capital Partners LP returned in excess of ~ +37% gross and ~ + 30% net of all fees, compared to +17% for our benchmark, the S&P 1000 Total Return, extending our track record of outperformance.
The Q2 2019 letter discusses how our watchlist process has enabled us to quickly “reload” the portfolio, maintaining a robust expected return despite the strong year-to-date gains.
2019-06-29 Askeladden Capital Q2 2019 Letter – Askeladden Reloaded
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