Q1 2024 Fund Letters Round-Up ✍️

A curation of the best quarterly letters

Welcome to the first edition of Fund Letters Round-Up newsletter.

It’s exactly what it says on the tin - a curation of quarterly letters from a variety of fund managers.

Not every letter is released in the first few weeks of April. So please visit the Quarterly Letters page on the website to see the latest additions as we add them.

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If you manage a fund and want to see your letters featured please let us know.

Latest interviews…

#88 - David Bastian (Kingdom Capital Advisors)

#87 - Chip Rewey (Rewey Asset Management)

#86 - Michael Fritzell (Asian Century Stocks)

Advari Associates : YTD 12.1% / stocks mentioned - Kelly Partners, CoStar, Western Asset Premier Bond Fund, Altria.

Palm Valley CM : YTD 1.04% / stocks mentioned - Natural Holding Company, Kelly Services, Sprott Gold Trust.

Headwaters CM : YTD 10.6% / stocks mentioned - UFP Technologies, Qualys, Climb Global Solutions.