The Scorecard Podcast

An AI generated podcast from GreensKeeper Asset Management's  report detailing the  Value Fund’s performance  for the final quarter of 2025, noting a modest annual return of  +0.4% . The fund faced significant obstacles from  currency exchange rates  and a market dominated by the  "Magnificent Seven"  technology stocks. Despite these challenges, the managers maintained a  defensive p...

An AI generated audio podcast overview of the  GreensKeeper Value Fund's  performance and portfolio decisions for the third quarter of 2025, noting a modest year-to-date return despite a significant rally in broader North American indices. The fund discusses its top contributors— Alphabet Inc. (GOOG) ,  ICON Plc. (ICLR) , and  General Dynamics (GD) —and its largest detractors, including  Fiser...

In this episode - Issue #49: The Elephant of the GreensKeeper Value Fund's quarterly "Scorecard" for Q1 2025. Reporting a  +3.0% net return  for the fund despite challenging market conditions, including a significant selloff triggered by a  President Trump tariff announcement . We cover the  top-performing holdings —including Berkshire Hathaway, Vertex Pharmaceuticals, and Check Point Software Tec...

This is a generated podcast from GreensKeeper Asset Management's "The Scorecard Issue 50 - Temet Nosce" from Q2 2025.   Discussions include its performance and market outlook, top-performing stocks , including American Express, Alphabet Inc., and Compagnie Financière Richemont SA, while addressing the  worst performers  such as Fiserv and Berkshire Hathaway following Warren Buffett's retirement an...