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✍️  Curreen Capital's Q2 2025 investor letter highlights the firm's 14.07% return, beating the S&P 500 and MSCI World, and discusses its top holdings, including Fortrea Holdings Inc.
👉 Curreen Capital's Q2 2025 return was 14.07%, beating the S&P 500 and MSCI World
👉 The firm's strategy focuses on valuing current and potential investments
👉 Fortrea Holdings Inc. was a key holding, with a one-month return of 31.86%
👉 Curreen Capital deployed proceeds from selling Nilorn into Havas and Fortrea Holdings Inc. during the quarter
👉 The firm believes certain AI stocks offer greater upside potential and less downside risk

#business
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