Q2 2024 Fund Letters Round-Up ✍️
A curation of the best quarterly letters
Welcome to the second edition of the 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 July. So please visit the Quarterly Letters page on the website to see the latest additions as we continually add them.
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Latest interviews…
#95 - Tristan Waine (Hurdle Rate Unit Trust)
#94 - Jason Donville and Jesse Gamble (Donville Kent)
#93 - Jacob Rowe (Rogue Funds)
Ganes Focused Value Fund : YTD -2.2% / stocks mentioned - PSC Insurance, Lovisa, Smartpay.
Black Bear Value Fund : YTD 2.1% / stocks mentioned - ARCH Resources, Warrior Met Coal, Builders FirstSource, LSB Industries, Paramount Resources.
Palm Valley Capital : YTD 1.84% / stocks mentioned - Resources Connection, Amdocs, TrueBlue.