msr. Portfolio
A core of quality companies we intend to own for years, and a maritime satellite of listed shipowners, marine equipment and services.
Read moreThree friends, one sector and one simple rule: our own money goes in first. An introduction to msr. and to what this letter will cover.
Read moreFreight rates, fleet supply and ton-miles. A short primer on the mechanics that drive shipping earnings, and how we use them before we look at a single share price.
Read moreScandinavia's largest port, a deep maritime tradition and one of the Nordics' strongest maritime schools. Why we are building msr. on the West Coast.
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