Sequoia Fund Q3 2018 Letter: David Poppe Retiring

Johnny HopkinsSequoia Fund, Value Investing NewsLeave a Comment

The Sequoia Fund recently released its Q3 2018 Letter. For the third quarter of 2018, Sequoia Fund generated a total return of 4.01%, net of fees, versus a 7.71% return for the Standard & Poor’s 500 Index. The Fund generated an 11.45% total return year-to-date through September 30, 2018 versus a 10.56% return for the Index. Biggest news in the Q3 2018 letter … Read More

Sequoia Fund: A Great Value Investing Mindset Creates A Substainable Advantage

Johnny HopkinsSequoia Fund, Value InvestingLeave a Comment

One of the value investing firms that we follow closely here at The Acquirer’s Multiple is Ruane, Cunniff & Goldfarb (RCG), the investment adviser best known for managing the Sequoia Fund. RCG recently released its Q2 2018 Investor Letter. For the second quarter of 2018, Sequoia Fund generated a total return of 5.80%, net of fees, versus a 3.43% return for … Read More