After a down second quarter, Noster Capital is now up 29% year to date, nearly twice the S&P 500's 15% return.
Now utilizing a two-later strategy consisting of a core equities portfolio with an opportunistic macro-overlay, the fund revamped its strategy in 2019, citing that transformation as the root of its outperformance.
Overall portfolio performance
Consisting of "high-quality, well-run, cash flow-generating companies with highly incentivized management teams, the core equities portfolio has compounded at more than 15% since 2019. Meanwhile, the macro-overlay currently focuses on gold...
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