Curreen Capital Q4 2025 Letter: Strong Results, Disciplined Strategy, and "Crazy Cheap" Success
ByAinvest
Thursday, Jan 29, 2026 9:24 pm ET1min read
FTRE--
Curreen Capital's Q4 2025 letter reports a strong performance, with a 10.5% gain and a 30.97% increase for the year. The fund remained disciplined in its investment strategy, and its portfolio of "ugly ducklings" delivered solid performance. Key contributors to the year's performance included Fortrea, Siemens Energy, and GetBusy. The fund sold Havas and bought Fortrea, Dye & Durham, GetBusy, Truecaller, and VF Corp.
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