Goodhart Partners
Goodhart Partners Global Smaller Companies Fund
Global Small-cap
Mar 2026 → Jun 2026
Our archive holds 3 letters from this strategy and positions in 11 companies. Every quote below is copied verbatim from the letter it came from.
3 letters in a year — follow all of Goodhart Partners for every strategy.
What it bought and sold
I trimmed meaningfully and sold the remainder at EUR150 as I could no longer justify the returns within my multi-bagger framework
I trimmed twice, both times a mistake.
When the AI optionality came through and the stock rose to c.€100, I trimmed meaningfully and sold the remainder at €150 as I could no longer justify the returns within my multi-bagger framework
Angi, -50%, a small position and subsequently sold due to a change in thesis
with only one material downgrade (Angi, −50%, a small position and subsequently sold due to a change in thesis).
I sold with shares down 10% on the day and 30% from purchase.
I sold with shares down 10% on the day and 30% from purchase.