TGV Partners Fund H1 2019 Investor Letter

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Includes: GOOG, GOOGL, IBKR, MELI, MSFT, TMOAF, WAB
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.

Unlike many investors, I do not try to minimise volatility in the TGV Intrinsic through my recommendations but focus on maximising long-term returns of the portfolio.

The large number of business opportunities combined with the operational excellence shown in its history gives me the confidence that MercadoLibre will continue to grow profitably at above-average rate for.

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