RV Capital Co-Investor Letter 2018

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Includes: FB, NONOF, RHP, TRUP
by: Fund Letters
Summary

RV Capital is a pure asset management business with assets under advisement in excess of EUR 200 million.

The investment universe is worldwide, predominantly in listed equities. Concentration in single stocks is high with the top 3 holdings typically accounting for 50% or more of fund assets.

My investors are generally private individuals, family offices and endowments.