Ashva Capital Management commentary for the second quarter ended June 30, 2025.
Dear Limited Partners,
As we close out the first half of 2025, we’re pleased to update you on the progress of your capital—and the enduring philosophy guiding it—amidst yet another chapter in the great drama we call “the markets.”
Let’s begin, as we always do, by revisiting the timeless principles that guide every decision we make at Ashva Capital Management LLC. Then we’ll dig into the details of the past quarter.
Our North Star: What Doesn’t Change
- We are long-term, business-first investors. Ashva Capital exists to help you grow real wealth—not chase headlines. We invest in exceptional companies with durable moats, strong balance sheets, and management teams that think like owners.
- We are strategy-driven,...
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