During Q2, AGOF’s portfolio companies have shown great progress. On the back of Q2 we should revise our NAV significantly, but we maintain a cautious view until we can be sure of Q2 not being just a short-term positive spike.
As far as we can see now it looks like Q3 will also be a strong quarter for our portfolio. We expect to make greater revisions to the NAV when reaching to the end of the year. First, we want to get one more quarter to analyze the effects from COVID-19. We have taken out Regily from the NAV calculation and updated Brite according to latest financing round.