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| # | Fund | Strategy | Style | Geography | AUM | Latest Letter |
|---|---|---|---|---|---|---|
As of Jul 17, 2026
Far View Partners generated a net return of +0.91% in H1 2026, comprised of -4.01% in Q1 and +5.13% in Q2, bringing since-inception returns to +93.27% with a 4.49% CAGR. Performance benefited from strong results at Westwing, continued recovery at United Natural Foods following a cyberattack, and a private investment in Ingenuity. These gains were offset by substantial losses in Sanuwave, where CMS audit-driven disruptions in the wound-care market led to a guidance cut coinciding with Russell 2000 removal, and setbacks at Lifecore Biomedical due to customer shifts and product delays. The manager established a new position in Upsales Technology AB, a Swedish CRM software provider, after identifying that a planned demerger of its AI subsidiary had obscured the core business's profitability inflection to 35%+ EBITDA margins. Acquired at a double-digit free cash flow yield, the position was built to mid-sized after extensive diligence confirmed durable competitive advantages. Despite momentum-driven markets favoring recent winners, the manager remains committed to finding overlooked companies through deep research and patient capital deployment, maintaining full investment with currency hedges at quarter-end.
Far View pursues a concentrated value strategy focused on overlooked small-cap companies across multiple geographies where unusual corporate structures, lack of research coverage, or temporary disruptions create significant mispricings that can be identified through deep fundamental research and patient capital deployment.
The manager remains committed to his value-oriented approach of finding overlooked companies, conducting deep research, and exercising patience, despite momentum-driven market conditions in H1 2026. He acknowledges that periods of momentum leadership eventually fade but makes no predictions about timing. The manager expects that if his investment theses are correct, positions like Upsales should deliver materially higher share prices over multi-year periods as hidden profitability and growth become apparent to the market.
Moderate Conviction Bullish
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