GreensKeeper Asset Management

The Scorecard Podcast

Business EN ↓ 4 episodes

This is an AI generated podcast where we share our thoughts and insights quarterly on value investing, the Fund's performance and a portfolio update. This podcast is for informational and/or educational purposes only and should not be construed as an offering or the solicitation of an offer to purchase anything discussed. Any commentaries and information contained are provided as a general source of information and should not be considered personal investment advice. Always consult with a qualified financial advisor or professional before making any investment decisions.

Author

GreensKeeper Asset Management

Episodes

52 - Renewal 23.01.2026 16:22

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...

51 - The Prosperity Engine 14.10.2025 19:43

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...

49 - The Elephant 24.09.2025 14:25

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...

50 - Temet Nosce - Know Thyself 24.09.2025 17:14

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...