In the first 6 months of 2020, the Value & Opportunity portfolio gained +0,9% (including dividends, no taxes) against a loss of -9.6% for the Benchmark (Eurostoxx50 (25%), Eurostoxx small 200 (25%), DAX (30%), MDAX (20%), all TR indices).
Links to previous Performance reviews can be found on the Performance Page of the blog. Some other funds that I follow have performed as follows in the first 6M 2020:
Partners Fund TGV: +0.9%
Squad European Convictions -4.7%
Ennismore European Smaller Cos –7.49% (in GBP)
Frankfurter Aktienfonds für Stiftungen -13.5%
Evermore Global Value -23.6%(USD)
Greiff Special Situation -4.2%
Squad Aguja Special Situation -0.2%
Since inception (01.01.2011), this translates into +193,0% vs. 93.1% for the Benchmark.