Reviewing My 21 Portfolio Companies: 2024 Performance and Key Insights (Part 1)
Tracking Fundamental Growth: Are these Investment Cases still solid?
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After 2024 has come to an end, let’s take a minute to reflect on 2024 and the fundamental development of my companies. Usually, I’d sort the companies by name or portfolio weighting, but I decided to sort by holding period.
Frosta and Sartorius Stedim are companies that I used to own in the past but had sold out of just to buy them again in 2024. Additionally, I used to own Sartorius AG before switching to Sartorius Stedim, which was a minor change, but that means that I technically owned Sartorius since January 2021. Besides that, I have kept and increased my positions since the first time I bought them. With that out of the way, let’s quickly discuss the development of each company and whether the investment case is intact or not(✅⚠️🚩).
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