Category Archives: Regular Updates

These are the EGP Capital regular reports.

Update No. 305 – as at COB 30/11/17

Catalonia is not Spain

We will devote this month’s blog to discussing one of our smaller positions. This discussion will be useful in part in helping fellow investors better understand why we size our positions in the way that we do. At the end of November 2017, our 18th largest position was our holding in Redbubble (RBL.AX – […]

Update No. 302 – as at 31/08/17

Welcome to the first blog relating to the EGP Concentrated Value Fund. The monthly report relating to August can be found in the performance section of the website (here), along with every other report we’ve ever produced for the predecessor fund. The first fortnight went well, with a 1.1% positive result for the fund against […]