Overview
Sector Allocation
(As of June 30, 2025 - Q2 2025)
Book Value per Share
MMH class a
$20.47
(
+
9.0%
)
QoQ
(As of June 30, 2025 - Q2 2025)
Fair value-based data. Internal valuation only, not publicly traded
Investment Principles
- 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
(Details on Notes page - General Statement section)
Portfolio Metrics
15
Securities
11.8%
CAGR
10.9%
Annualized STDEV
0.89
Sharpe Ratio
Based on Publicly Traded Securities Held ⏐ Since Inception (Q4 2022 - Q2 2025)
This Overview is for illustrative purposes only. Data presented is based on internal assessments, subject to change, and does not constitute investment advice.