Q3 2024 Fund Letters Round-Up ✍️

A curation of the best quarterly letters

Welcome to the 3rd 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 October. Visit the Quarterly Letters page on the website to see the latest additions as we continually add them.

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Fund managers sharing their best ideas…

#101 - Jean Philippe Tissot (Arauca Capital)

#100 - Luke Winchester (Merewether Capital)

#99 - Darcy Morris (Ewing Morris IP)

Marlton LLC : YTD 12.7% / stocks mentioned - The PRS REIT plc, Riverstone Credit Opportunities Income Plc, Bolloré SE, NewsCorp.

Asheville Capital : YTD 6.9% / stocks mentioned - Raksul, Medley, Temple & Webster.