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This Small-Cap Fund Has Returned 12.7% Annually. Here Are Its Top Holdings

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Rupert Hargreaves
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The experience of running a business can make you a better investor, according to Warren Buffett, a view Joseph Boskovich, Sr., the founder of Old West Investment Management, also holds.

Boskovich, Sr. himself has plenty of first-hand business experience. He helped build his family farming business from a 500-acre farm in Southern California to a 15,000-acre giant across the US and Mexico before leaving to start Old West in 2008.

Since then, Old West’s focus on small caps has yielded strong returns for the firm’s investors. Its focused small-cap portfolio has returned 12.7% net annually versus 10.7% for the Russell 2000.

In the March 31, 2023 issue of Value Investor Insight, Boskovich, Sr. and the other senior team members at Old West, including...

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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 Hedge Fund Alpha