Goodhart Partners
Goodhart Partners European Fund
Europe
Mar 2026 → Jun 2026
Our archive holds 2 letters from this strategy, behind 3 investment theses and positions in 2 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year — follow all of Goodhart Partners for every strategy.
Its investment theses
- BakkafrostJun 2026Bakkafrost is expected to benefit from a Scotland recovery, ending one-off salmon supply pressure, structurally growing salmon demand, and potential El Nino-related supply disruption.
- BonesupportMar 2026Bonesupport is an orthobiologics company with a differentiated injectable bioceramic and long-term growth potential at a more acceptable valuation.
- RaySearch LaboratoriesMar 2026RaySearch Laboratories is a radiotherapy software company with durable relevance and long-term growth now available at a more attractive price.