SVN Capital Fund’s Q2 2025 Investor Letter

SVN Capital, an investment management company, released its SVN Capital Fund second quarter 2025 investor letter. 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.

A copy of SVN Capital Fund’s Q2 2025 investor letter can be downloaded here.