Oil-Focused Brenham Capital Continues To Charge Ahead With 20% YTD Return After 23% 2015 Gain; Short Rowan

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Rupert Hargreaves
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Brenham Capital is having a stunning year. The Texas-based fund, which concentrates on energy stocks, has chalked up a gain of 19.9% for the year to the end of September outperforming all relevant benchmarks. Since inception (Jan 2012) the fund has returned 144.5%, net of fees. Over the same period, the S&P 500 Energy Index and the Russell 2000 Energy Index have posted negative returns. The fund was up 23% last year. Brenham: Longest Long In Crude Oil Cornwall Capital Shorts E&Ps Ahead Of Bankruptcy Since inception (Jan 2012) the fund has returned 144.5%, net of fees. Over the same period, the…

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk