RV Capital 2Q20 Performance Update

RV Capital performance update for the second quarter ended June 30, 2020. Q2 2020 hedge fund letters, conferences and more Investment Philosophy The name – Business Owner – reflects the philosophy of investing like an owner in businesses run by an engaged and rational owner with the capital of investors who think like an owner. The business owner philosophy is long term and contrarian. The aim is to profit from opportunities which investors who are burdened with shorter time horizons or institutional pressures cannot pursue. Companies are selected based on four main criteria: Will the company be around and flourishing…