Dan Roller’s Maran Capital Management returned 5.4% net of all fees and expenses during the first quarter of 2023, compared to a return of 2.6% for its benchmark, the Russell 2000 index. The value-orientated equity hedge fund has an impressive track record of outperforming by selecting undervalued small and mid-cap stocks. It has returned 12% per annum net since its inception five years ago. The failure of Silicon Valley Bank, economic uncertainty, and higher interest rates dominated the first quarter of 2023. However, despite the macroeconomic backdrop, Roller writes in his update that he cannot afford to become distracted in…
Fund With 12% P.A. Return Highlights Favorite Special Situation
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