- Rozendal Partners Investor Letter 30 June 2026 Rozendal Partners sold Meta after its valuation exceeded fair value and momentum turned negative, exited iShares Silver Trust as speculative demand inflated prices, and completed Curro’s take-private merger arbitrage. The firm argues that war-related market dislocations create opportunities only when valuations offer a sufficient margin of safety. Six months to 30 June 2026 META $1.6T87FZ $14BNXAGF $204B
One letter so far. We collect each new one as Rozendal Partners publishes it.
