Spree Capital Advisers Q1 2019 Letter

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Includes: ALRM, EBAY, FTDR, ROKU, ZAYO
by: Fund Letters
Summary

Spree Capital Advisers is an investment firm focused on under the radar businesses where our investments can compound capital over the long term.

Our Undiscovered Compounder strategy contributed 17.65% to our 22.16% net return in the quarter.

Our Value with a Catalyst strategy contributed 4.51% to our 22.16% net return in the quarter.