TGV Partners Fund Annual Letter To Shareholders 2018

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About: Ahlsell AB (AHLLF), TCX, Includes: AMIGF, DNOW, GOOG, GOOGL, IBKR, NOV, RYCEF, TRIP
by: Fund Letters
Summary

TGV Partners operates as a private investment firm. The cornerstone of our strategy is to partner with professional management teams who are aligned with us as equity owners in their businesses. We try to invest exclusively in situations where, by virtue of our experience and understanding, we have a clear opportunity to add value as active owners.

Includes detailed analysis of TGV Partners Fund's positions in Ahlsell and Tucows.

Our portfolio history, in industries such as Outdoor Products and Specialty Foods, demonstrates our strategy: direct investments of our private capital in established companies at the smaller end of the middle market - a strategy we call "just under the radar" investing.

Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors.