Maran Capital, a Denver-based value-driven investment management firm led by Dan Roller, recently published its Q2 Investor Letter (you can download a copy below).
The return of Maran Partners Fund was 5.6%, net of all fees and expenses. Year to date, the fund is up 3.3% net.
“While my concentrated approach means that returns will be lumpy, I am encouraged by the fact that, in general, our holdings trade at large discounts to intrinsic value, and their values continue to grow. I remain...
