GreensKeeper Asset Management’s Q2 2025 Investor Letter

GreensKeeper Asset Management, an investment management company, released its second-quarter 2025 investor letter. The Value Fund has reached the midpoint of 2025, recording a decline of -3.6% net of fees and expenses. The US dollar has experienced a substantial depreciation, negatively impacting performance by over 5.0% year-to-date (YTD). The fund’s robust beginning in Q1 was reversed in Q2 as markets shrugged off President Trump’s “Liberation Day” tariffs and adopted a full “risk on” stance. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.

A copy of GreensKeeper Asset Management’s Q2 2025 investor letter can be downloaded here.