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SVN Capital Fund H1 2025 Performance and Portfolio Highlights
ByAinvest
Thursday, Jul 24, 2025 10:31 am ET1min read
SVN Capital Fund's portfolio returned +6.26% net in H1 2025. The letter discusses the three Ts that are the bane of investing: Trump, tariffs, and trade barriers. It highlights portfolio and performance highlights and focuses on one of their holdings in India, Triveni Turbine. The market froze in terror after the US president's announcement, causing a significant drop in stocks, bonds, and the dollar. Investors' anxiety levels rose, and they sought answers on market-related topics. The letter concludes by emphasizing the challenges of navigating tariffs and trade barriers.
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