TGV Partners Fund H1 2019 Commentary

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Includes: AMIGF, AMIGY, CMDXF, DNOW, GOOG, GOOGL, IBKR, NOV, RYCEF, RYCEY, TCX
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 National Oilwell Varco, Computer Modeling Group, Amaysim, Majestic Wine and Google.

Today, most indices are largely where they started their roller coaster ride in the autumn of 2018. The TGV Partners Fund profit was not nearly as massive but is in positive territory at +6.80% over the first half of the year.

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