2018 Returns for Semper Vic/Russo

[racemize]

Anyone know what the 2018 net returns were?  Updating some  tracking information.

 

Cheers!

 

[Xerxes]

Does anyone has a source of consolidated letters from Mr Russo from Semper-Vic-Partners 

Google search on gardner russo & gardner and/or Semper-Vic-Partners yields little.

 

There are some letters on MOI Global but no main source that i can find.

Any feedback would be apperciated

[VersaillesinNY]

Semper-Vic-Partners-L.P.-Letter-to-Investors-April-2020.pdfLetter-to-Investor-LP-2021Q4.pdfthomas-russo-value-investing-conference-march-15-2018.pdfSemper-Vic-Partners-LP-Letter-to-Investor-August-2021.pdf

[Gregmal]

“I learned, during this era of wealth destruction caused by corrosive effects of inflation, one could protect against ravaging inflation through investments in strong equities capable of growing their reported profits over time. I also learned, during this era, that investments in shares of companies which enjoyed powerful consumer brands had an ability to protect against inflation by virtue of the price inelastic demand their powerful brands enjoyed.
Companies that possessed strong consumer brands were able to sustain their investments’ real values even in the face of rising cost pressures brought on due to inflation. Strong brands are supported by consumer perceptions that they do not have an adequate substitute for favored brands.”

 

Interesting . 

[Xerxes]

thanks @VersaillesinNY