Donville Kent Asset Management’s Q2 2023 Investor Letter

Donville Kent Asset Management, an investment management company, released its second quarter 2023 investor letter. A copy of the same can be downloaded here. So far in 2023, a handful of the world’s top stocks have accounted for nearly all the stock market returns. To summarize the current small-cap investment landscape in one statement, it would be: “Record revenues and record profits with historically cheap valuations”. In addition, you can check the top 5 holdings of the fund to know its best picks in 2023.