Palm Valley Capital Fund (PVCMX) Second Quarter 2020 Commentary

Published July 1, 2020 Second Quarter 2020

Grounded extraction

Companies discussed

Only independently approved mentions

Sensient Technologies Corp

SXT

Neutral

The fund acquired a small weight in Sensient Technologies during Q2, but sold it quickly as it reached the fund's valuation.

“We acquired a small weight in one new name during Q2, Sensient Technologies (SXT), but it was sold quickly as it reached our valuation.”