Goodhart Partners
Goodhart Partners Global Future Leaders Fund
Global
Mar 2026 → Jun 2026
Our archive holds 2 letters from this strategy, behind 1 investment thesis and positions in 15 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.
Performance
as of Jun 30, 2026
- Inception · total+3.0%index +12.0%
Index: benchmark
| Since inceptiontotal | |
|---|---|
| Goodhart Partners Global Future Leaders Fund | +3.0% |
| benchmark | +12.0% |
Since inception: Since the launch on the 7th November 2025
Disclaimer
These figures are copied from the manager’s latest letter, as of Jun 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
We wrote last quarter that we had increased our position following meetings with management, sensing the fundamentals were closer to turning than the share price implied.
Alongside Soitec and ASML, we have built new positions in ACM Research and ams-OSRAM this quarter, adding to our existing holding in PDF Solutions since launch.
Alongside Soitec and ASML, we have built new positions in ACM Research and ams-OSRAM this quarter, adding to our existing holding in PDF Solutions since launch.