Investment management company Curreen Capital released its second-quarter 2026 Investor letter. In the second quarter, the fund returned 22.26% compared to 15.20% for the S&P 500 Index. The performance was driven by active special case investments, including buying a tender offer, a merger-spinoff, and investments in affordable turnaround opportunities. The fund continues to hold spinoffs of reliable businesses at favorable price ratios and non-spinoff businesses that are undervalued compared to their downside valuation. In addition, please check the firm’s top five holdings to know its...
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