SVN Capital, an investment management company, released its SVN Capital Fund second quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned +6.26% net in the first half of 2025. The letter addressed the uncertainty and volatility in the market caused by policy changes, along with the portfolio and performance attributes. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.
In its second quarter 2025 investor letter, SVN Capital Fund highlighted stocks such as KKR & Co. Inc. (NYSE:KKR). KKR & Co. Inc. (NYSE:KKR)...
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