Bonhoeffer Capital Management, an asset management company, released its fourth-quarter 2023 investor letter. A copy of the same can be downloaded here. Bonhoeffer Fund shifted slower-growing companies, throughout 2023 to robust, growing companies in temporary down-turning industries. In the current year, the fund is still looking for chances of this nature. The fund returned 12.9% net […]
Bonhoeffer Capital Management, an asset management company, released its fourth-quarter 2023 investor letter. A copy of the same can be downloaded here.
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Bonhoeffer Capital Management Q4 2023 Letter seekingalpha.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from seekingalpha.com Daily Mail and Mail on Sunday newspapers.
On December 31, 2023, Pzena Investment Management, LLC, led by value investing stalwart Richard Pzena (Trades, Portfolio), bolstered its position in Avnet Inc (NYSE:AVT) by adding 21,186 shares. This transaction expanded the firm's total holdings in Avnet to 8,751,446 shares, marking a significant vote of confidence in the electronic components distributor.