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 expanded an annualized 3.8% in Q2 2025, much higher than 3.3% in the second estimate, and marking the strongest performance since Q3 2023.
-
The US unemployment rate rose to 4.3% in August of 2025 from 4.2% in the previous month, aligning with market expectations to reflect the highest proportion of joblessness since October of 2021.
-
The US annual inflation rate accelerated to 2.9% in August 2025, the highest since January, after holding at 2.7% in both June and July, in line with market expectations.
-
The Federal Reserve cut the federal funds rate by 25bps in September 2025, bringing it to the 4.00%–4.25% range, in line with expectations
Overall, the economy is healthy. Anything can happen; it's instructive art.
The most important thing to consider is the trend of a decrease in interest rates. Since last year, interest rates have decreased by 1% to 1.25%. This causes almost all assets to increase in value. The intrinsic value of our portfolio has increased.
We expect our portfolio to triple in the next three to five years.
RO RO FARM CO.’S PERFORMANCE
Below is our return profile for 2025 YTD. Our portfolio increased +74.78% in 2025 YTD. We believe in the next 5 years, our portfolio has ‘a lot’ more room to grow. We don’t invest in index funds because we believe our gains will be higher through our investment approach. Compounded Annual Returns Since Inception (2018):
September 30th, 2025
Rojan K. Shrestha
General Managing Partner
