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Vltava Fund commentary for the fourth quarter ended December 31, 2021. Q3 2021 hedge fund letters, conferences and more 2021Looking back upon the past year, one could describe 2021 as a year of very strong growth in profitability among the companies we hold in our portfolio. The profits of these companies grew even faster than did the Fund’s NAV. Indeed, if we measure the NAV of the Fund against the current profitability of the companies we own, then the Vltava Fund portfolio is cheaper at the end of 2021 than it was at its beginning, despite the past year’s substantial growth in NAV. For me p...
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Insurance stocks had a torrid time at the onset of COVID-19. Low interest rates and fixed-income investment affected life and health stocks severely, but after a sizzling 2021 Q2 in equity markets, there is a bright light at the end of the tunnel. Q2 2021 hedge fund letters, conferences and more How has the pandemic affected insurance stocks and how is it panning out for the remainder of 2021? Insurance Stocks in Covid TimesBy mid-July 2020, many insurers were down 30% or more YTD. According to MarketWatch, insurers usually trade at nearly 1.2 times book value, but they came crashing down to t...
ValueWalk
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