Elevation Capital Value Fund Limited: US Election Surprise

Elevation Capital Value Fund Limited: US Election Surprise
Photo by Maialisa (Pixabay)

Elevation Capital Value Fund letter to investors for the month of November 2016.

Play Quizzes 4

Dear Investors,

The US election result ushers in a new era in American Politics and to say the least, the result was unexpected by many.

13F Roundup: Top Hedge Fund Positions In Q1 2022

profitgraphHere is our quarterly 13F roundup for high-profile hedge funds. The data is based on filings covering the quarter to the end of March 2022. These statements only provide a snapshot of hedge fund holdings at the end of March. They do not contain any information about when the holdings were bought or sold or Read More

Elevation Capital Value Fund

It is important to remember in times like these ….the future is always unknown and no-one can accurately time the market or predict the future. That’s why we focus more on what we can control or influence.

As long term investors we believe that downside protection is accomplished by maintaining conservative positioning – we entered the election with +20% cash in the Fund – and we attempt to purchase businesses below what we estimate is their intrinsic value. This provides a “Margin of Safety” allowing for the vicissitudes of the market, including unexpected events.

That being said, the financial markets were expected to react poorly to the unexpected Trump presidency, and the opposite was true – markets were up overall – with the Dow Jones Industrial Average now at a new record high (at the time of writing).

The Elevation Capital Value Fund is invested globally, holding fractional interests in businesses, for the long term. We focus on buying businesses with a “Margin of Safety” built into the purchase price and businesses that are conservatively financed.These sorts of business exhibit longevity whoever is in “The Whitehouse” and are well financed to weather unexpected events and storms.

A reminder of the businesses we own fractional interests in can be found at: www.elevationcapital.co.nz/current-investments

Our latest presentation on Edgewell Personal Care (EPC:US) can be found here: http://www.elevationcapital.co.nz/edgewell

Putting aside personal views (whatever they maybe), we sincerely hope Trump is a good president – the American people will have him as their “Commander in Chief” for the next four years.

Warren Buffett once said “Buy into a business that’s doing so well an idiot could run it, because sooner or later, one will.”  We have followed Mr Buffett’s sage advice in all aspects of the Fund’s holdings.

Updated on

Sheeraz is our COO (Chief - Operations), his primary duty is curating and editing of ValueWalk. He is main reason behind the rapid growth of the business. Sheeraz previously ran a taxation firm. He is an expert in technology, he has over 5.5 years of design, development and roll-out experience for SEO and SEM. - Email: sraza(at)valuewalk.com
Previous article Follow Your Own Path – Arnold Van Den Berg Of Century Management
Next article Five Good Questions: Jeremy Miller – Warren Buffett’s Ground Rules

No posts to display


  1. It’s been one yr since I decided to quit my old work and that decision was a life changer for me… I started to work over internet, over a site I discovered on-line, several hours daily, and I earn much more than i did on my old work… Last paycheck i got was for $9k… Amazing thing about this work is that i have more time with my family… KORTA.NU/MDe

Comments are closed.