{"id":6700,"date":"2024-06-07T13:40:10","date_gmt":"2024-06-07T13:40:10","guid":{"rendered":"https:\/\/finserve.se\/?p=6700"},"modified":"2024-06-07T13:40:10","modified_gmt":"2024-06-07T13:40:10","slug":"being-and-investment-active-value-manadsrapport-maj-2024","status":"publish","type":"post","link":"https:\/\/finserve.se\/en\/being-and-investment-active-value-manadsrapport-maj-2024\/","title":{"rendered":"Being and Investment Active Value Monthly Report \u2013 May 2024"},"content":{"rendered":"<p class=\"wp-block-paragraph\">May yielded 0.06 %, after fees, up about 6 % on the year, after a 2023 yielding 23 % and a 2022 yielding ~8 %.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Our monthly newsletters will in future be more concise, as our clients prefer more extensive quarterly newsletters. To follow these and for more information about the fund please visit: https:\/\/www.beingandinvestments.com\/<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A quick recap on Being and investments&#039; Public Active Value:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Our investment strategy and process consist of evaluating active ownership cases, mainly in the US and Europe. All our investments thus have a reputable active and engaged large owner (typically an Activist or Private Equity owner).<\/li>\n\n\n\n<li>The companies we then chose to invest in have three main components. First, they are &quot;cheap&quot; (ie, trading below what we deem to be intrinsic value). Second, the companies&#039; operations and\/or strategy can be changed (ie, there is potential to increase intrinsic value).<\/li>\n\n\n\n<li>Third, they represent what we call &quot;quality&quot;, with a strong competitive position, and thus predictable free cash flows and typically high return on invested capital.<\/li>\n\n\n\n<li>The strategy has an institutional track record spanning back to 2010 and has produced 20%+ CAGR gross returns since, in line with the best Private Equity and Activist funds.<\/li>\n\n\n\n<li>At the same time, our fees are ~50% lower than the typical activist\/private equity fund.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/factsheets.fundpeak.com\/Report\/4261F692BC92669B5A6E7C920313C872D046DC26F338D360D9A36D1CE0CF35D7E08D43AD054A914FB5C2C37F449623DC\" target=\"_blank\" rel=\"noreferrer noopener\">Download PDF version with statistics<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>Maj gav en avkastning p\u00e5 0,06 %, efter avgifter, upp ca 6 % p\u00e5 \u00e5ret, efter ett 2023 som gav 23 % och ett 2022 som gav ~8 %. V\u00e5ra m\u00e5nadsbrev kommer fram\u00f6ver att vara mer kortfattade, d\u00e5 v\u00e5ra klienter f\u00f6redrar mer extensiva kvartalsbrev. F\u00f6r att f\u00f6lja dessa och f\u00f6r mer information om fonden s\u00e5 [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":6569,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"view_count":"844","footnotes":""},"categories":[36],"tags":[],"class_list":["post-6700","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-being-and-investment-active-value"],"_links":{"self":[{"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/posts\/6700","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/comments?post=6700"}],"version-history":[{"count":0,"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/posts\/6700\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/media\/6569"}],"wp:attachment":[{"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/media?parent=6700"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/categories?post=6700"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/finserve.se\/en\/wp-json\/wp\/v2\/tags?post=6700"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}