nostr:nprofile1qy3hwumn8ghj7un9d3shjtt5v4ehgmn9wshxkwrn9ekxz7t9wgejumn9waesqgr8g2hyzql5lt4cxfjdj40hgtu6vydvsqvsesqy8canygcce3lwvyyapkyy
✍️  Kathmandu Capital, an investment management company, released its second-quarter 2025 investor letter, highlighting its portfolio's performance and top holdings.
👉 Kathmandu Capital's portfolio returned 17.22% gross of fees and 16.64% net of fees in the second quarter
👉 The portfolio outperformed the Standard & Poor’s 500 Total Return Index and the MSCI ACWI Total Return benchmark
👉 The fund's performance was driven by capital flows seeking opportunities outside the U.S. and a rebound in domestic equities as tariff worries eased
👉 Kathmandu Capital highlighted Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (NASDAQ:OMAB) as one of its top holdings

#Mexico #business
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