Blue Tower Asset Management, an asset management company, released its first quarter 2024 investor letter. A copy of the letter can be downloaded here. The fund returned 13.78% net in the first quarter exceeding the broad market index’s gain so far this year. In addition, please check the fund’s top five holdings to know its […]
Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” fourth-quarter 2023 investor letter. A copy of the same can be downloaded here. Towards the end of 2023, Investor sentiment shifted from fears of a recession towards optimism for a soft landing. Against this backdrop, the Ariel Appreciation fund increased +10.70% in the quarter, trailing […]
Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2023 investor letter. A copy of the same can be downloaded here. The firm’s model portfolio returned 16.26% (net) in the fourth quarter compared to an 11.69% return for the S&P 500 Total Return Index. The fund had an annual return of 29.07% […]
Weitz Investment Management, an investment management firm, released its “Partners III Opportunity Fund” third-quarter 2023 investor letter. A copy of the same can be downloaded here.
Baron Funds, an investment management company, released its “Baron Partners Fund” third quarter 2023 investor letter. A copy of the same can be downloaded here.