Olesen Outperforms By Focusing On Deep Value

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Rupert Hargreaves
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The Olesen Value Fund lost 0.5% in the third quarter of 2022, bringing its year-to-date return to -12.6%, substantially better than the -21.6% loss for the MSCI All-Country World Index over the same period. Since its inception, the fund has returned 447% on on a cumulative basis or 13.1% annualized compared to 268% and 9.9% for its benchmark. The fund’s founder Christian Olesen, CFA follows a disciplined value investing philosophy, which is applied opportunistically across geographies, market caps and industries. The manager has been able to outperform peers and the wider market by focusing his efforts on underfollowed small and…

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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