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Investment management company Vulcan Value Partners recently released its fourth quarter 2023 investor letter. A copy of the same can be downloaded here. All five investing strategies outperformed their respective benchmarks and produced strong double-digit annual returns that were far higher than inflation. Additionally, the firm is happy with the fourth quarter’s outcomes. All of the investment strategies […]
Baron Funds, an investment management company, released its “Baron Opportunity Fund” third quarter 2023 investor letter. A copy of the same can be downloaded here. In the third quarter, the fund fell 5.03% (Institutional Shares) underperforming the broader markets, compared to the Russell 3000 Growth Index’s 3.34% decline and the S&P 500 Index’s 3.27% decline. Over […]
Harding Loevner, an asset management company, released its “Global Equity Strategy” second-quarter 2023 investor letter. A copy of the same can be downloaded here. In the second quarter, the strategy returned 8.02% net of fees compared to a 6.35% return for the MSCI All Country World Index and 7% for the MSCI World Index. Slowing inflation […]