Overview
Sector Allocation
(As of March 31, 2025 – Q1 2025)
Book Value per Share
MMH Class A
$18.67
(+7.44%)
QoQ
(As of March 31, 2025 - Q1 2025)
Internal valuation only, not publicly traded
Investment Philosophy
- Mainly invest in a diversified portfolio of Publicly Traded Securities
- Maintain a Long-Term view with a value tilt
- Prioritize high-quality, competitive businesses
- Ensure broad diversification across Sectors, Geographies, and Investment Factors
- Harness compounding to drive meaningful returns over the long run
- Avoid market timing or Short-Term speculation
- Establishing a firm foundation, that can build a resilient and productive long-lasting Investment Portfolio
Portfolio Metrics
Based on Publicly Traded Securities Held by Meridian Moon Holding
15
Securities
9.4%
CAGR
9.6%
Annualized STDEV
0.77
Sharpe Ratio
Since Inception (2022 - Q1 2025)
This Overview is for illustrative purposes only. Data presented is based on internal assessments, subject to change, and does not constitute investment advice.
Last Update (As of March 31, 2025 - Q1 2025)