Ro Ro Farm Investment Partnership Co.
To the partners of Ro Ro Farm Investment Partnership Co.:
I hope all is well with you and your family.
* * * * * * * * * *
ECONOMY & MARKETS
Let's look at the economic data:
-
The US economy grew 2% year-on-year in the first quarter of 2025, the weakest performance since Q4 2022, and below 2.1% in the second estimate. The slowdown was largely driven by a 12.7% surge in imports, as businesses and consumers rushed to stockpile goods ahead of expected tariff hikes under the Trump administration.
-
The US unemployment rate held steady at 4.2% in May 2025 for a second straight month, matching market expectations.
-
The annual inflation rate in the US rose for the first time in four months to 2.4% in May 2025 from April’s 2.3%, the lowest since 2021, but came in below expectations of 2.5%.
-
The Federal Reserve left the federal funds rate unchanged at 4.25%–4.50% for a fourth consecutive meeting in June 2025, in line with expectations, as policymakers take a cautious stance to fully evaluate the economic impact of President Trump’s policies, particularly those related to tariffs, immigration, and taxation.
Overall, the economy is healthy. However, the economy can change fast, like the weather on Mt. Everest.
In terms of the markets, nothing crazy, it has been steady. Thus, my report is concise.
RO RO FARM CO.’S PERFORMANCE
Below is our return profile for 2025 YTD. Our portfolio increased +47.77% in 2025 YTD. We believe in the next 5 years, our portfolio has ‘a lot’ more room to grow.
Compounded Annual Returns Since Inception (2018):
June 30th, 2025 Rojan K. Shrestha
General Managing Partner
