Olesen Value Fund Outperforms With Focus On Illiquid Micro Caps [Exclusive]

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Rupert Hargreaves
Published on
Updated on

Christian Olesen’s Olesen Value Fund declined by 5.6% in June, according to a copy of the firm’s monthly report ValueWalk has been able to review. Following this performance, the value-focused fund has lost 12.2% year-to-date net of fees compared to a return of -17.9% for its benchmark, the MSCI All-Country World Index. The fund has an established track record of outperformance. Since its inception in December 2009, the Olesen Value Fund has produced a cumulative return for investors of 449% net of fees compared to 286% for its benchmark. The annualized figures are 13.4% and 10.4%, respectively. A focus on…

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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