Khrom Capital Returns 33% With 40% Cash Portfolio
Exclusive from ValueWalk: Khrom Capital's letter to limited partners (great value investor just named to Forbes 30 under 30), see recent letter here.
Dear Limited Partners:
In the year 2013, our Partnership returned 25.8% net of fees and expenses. On average, we held 43% of our assets in cash throughout this period.
The reason . . .
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