As at end March 2021
the Balmoral Fund was around 77% invested.
As at March 2021 we are part owners of twenty six global businesses.
The bulk of our portfolio is invested in businesses which reliably generated cash from its operations over the last 15 years, with each investment acquired at attractive prices.
Refer to the November 2020 case study on Alfa Laval for an example of a business which we are attracted to and will acquire if the valuation is right.
Periodically Balmoral will publicly share analysis and information on its portfolio here on its website which otherwise is reserved for investors.
For more information on becoming an investor please contact us.