Askeladden Capital Q2 2019 Investor Letter

YTD through 6/28/2019, Askeladden Capital Partners LP returned in excess of ~ +37% gross and ~ + 30% net of all fees, compared to +17% for our benchmark, the S&P 1000 Total Return.

The Q2 2019 letter discusses how our watchlist process has enabled us to quickly “reload” the portfolio, maintaining a robust expected return despite the strong year-to-date gains.

2019-06-29 Askeladden Capital Q2 2019 Letter – Askeladden Reloaded