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 micro-cap companies, special situations and companies that have fallen out of favor with the market. The portfolio tends to hold 10 to 20...
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