Despite Rough Q1 Laurium Limpopo Sticks To Playbook, Sees Value In Egypt And Nigeria

Rupert Hargreaves

Published onApril 27, 2020

The Laurium Limpopo African Equity Fund returned 20.8% in March and is down 25.3% year-to-date, according to a copy of the fund's first-quarter investor update, which ValueWalk has been able to review.

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African markets followed developed markets lower during March, selling off 22.5% in US dollar terms, taking the year-to-date loss to 27.4%.

That's slightly ahead of the broader frontier market index, which ended the first quarter down 32.2%.

Finding Value In Africa

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Rupert Hargreaves

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 Hedge Fund Alpha

Despite Rough Q1 Laurium Limpopo Sticks To Playbook, Sees Value In Egypt And Nigeria

Finding Value In Africa

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