Olesen Value Fund Boosted In 2017 With 117% Return On Special Situation

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Rupert Hargreaves
Published on

Christian Olesen’s Olesen Value Fund gained 12.7% net of fees and expenses in 2017, beating its 2016 performance by 220 basis points. Unfortunately, despite this double-digit return, the fund underperformed its benchmark the MSCI All-Country World Index by 7.1% for the year, although over the long-term the performance is more favourable.

The Olesen Value Fund has generated an annualized return of 16.7% since inception (December 2009) net of fees compared to 12.7% annualized for its benchmark, according to a letter to investors.

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Olesen Value Fund Value Special Situation

117% profit from a value special situation

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Olesen’s best performer during 2017 was

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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