Investment management company Curreen Capital released its second-quarter 2025 Investor letter. In the second quarter, Curreen Capital was up 14.07% vs. 10.94% for the S&P 500 and 11.55% for the MSCI World (US Gross). The quarter started with stock price declines driven by tariffs, especially affecting small companies. The firm’s policy remains: a) avoid predicting market moves and responding foolishly, and b) concentrate on valuing current and potential investments. Please review the fund's top 5 holdings to gain insight into their key selections for 2025.
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