Ori Eyal August 2015 Letter To EVCM InvestorsVW Staff
Ori Eyal's letter to Emerging Value Capital Management investors for the month ended August 31, 2015.
EVCM is a focused global value fund. Our goal is to generate the highest possible long-term returns without risking a permanent loss of capital. Employing a disciplined value investing approach, we search the world for the best investment opportunities based on long term business fundamentals. We then construct a long-biased, concentrated portfolio consisting of 20-40 positions, mostly stocks, trading . . .
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