Profeta Investments letter to Board of Directors of Perpetual Limited
Garry Laurence2025-06-12T03:35:07+00:00Profeta Investments Letter to Perpetual Board
Profeta International Fund December 2024 Update
Garry Laurence2025-06-12T03:51:59+00:00The Profeta International Fund appreciated 3.4% in December. This is in stark contrast to the US’s S&P500 which declined 2.5% and Australia’s All Ordinaries, which declined 3.2%. The fund is highly uncorrelated to major indices due to our concentrated positions in smaller capitalised companies around the world. While we think that there are over-inflated [...]
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