Ashva Capital Management commentary for the second quarter ended June 30, 2024.
Ashva Capital LP Fund Performance - June 2024 +5.34% [YTD 21.07%] vs. S&P500 +3.47% [YTD 14.48%]
Our notable outperformance in a market often deemed challenging for active stock pickers has led many of our fans and critics to question our methods for achieving such significant gains.
Despite extensive discussions of Warren Buffett’s strategies by the financial media, there has been surprisingly little rigorous empirical analysis of his performance. In Q4 2018, Andrea Frazzini, David Kabiller, and Lasse Pedersen published an article titled “Buffett’s Alpha” in the...
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Exclusive Access to coverage of Private, Closed-Door Investor Conferences
Hedge Fund Manager Research Currently Producing 21% – 40% Returns Annually
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