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0.000263991552270275 0.000263991552270275 0.00105596620908129 0.0022439281942978 0.00395987328405487 0.00105596620908129 -0.00118796198521652 0.00395987328405487
Stock impact report

Maran Partners Fund Q1 2024 Letter [Seeking Alpha]

APi Group Corporation (APG) 
Company Research Source: Seeking Alpha
special situations because we believe these are the most inefficient corners of the market. Many of our special situation trades are uncorrelated to the market and I believe this has helped us generate solid results with less risk. The top five positions in the portfolio remain unchanged, with potential for significant growth and value appreciation in the coming years. Dear Partners and Friends, In the first quarter, the partnership returned +3.4%, net of all fees and expenses. In 2018, I wrote, “Headlines highlight risks regarding interest rates, the Fed, China, house prices, auto sales, trade wars, and more. Uncertainty abounds.” In 2022, I wrote, “The world is awash with problems: war, pandemic, inflation, and the knock-on effects of each.” There is always plenty to be worried about, and today is no different. Most of the above risks, fears, and problems are still evident. I don't intend to dismiss these risks; the world confronts many challenging problems. But what Show less Read more
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