IP Capital Partners

IP Capital Partners 4Q17 Commentary

IP Capital Partners commentary for the fourth quarter ended December 31, 2017.

The main positive contributions in 2017 came from investments in Berkshire Hathaway (+21.6% in 2017), Itaúsa/Itaú (+37.8%), Amazon (+55.9%), Alphabet (Google, +35.6%), B3 (+40.9%) and Wells Fargo (+13.2%). Additionally, there were minor contributions from Apple (+48.5%), Danaher (+20.0%), Energisa (+50.5%), Anheuser-Busch InBev (+9.7%), Thermo Fisher (+35%), Goldman Sachs (+7.7%) and Nike (+24.7%).1 The last three positions have already been closed.

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