Q4 2024 Fund Letters Round-Up ✍️
A curation of the best quarterly letters
Welcome to the 4th 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 January. 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…
#105 - John Khabbaz (Phoenician Capital)
#104 - John Davenport (J&S Capital)
#103 - Chris Waller (Plural Investing)
Marlton LLC : YTD 25.6% / stocks mentioned - The PRS REIT plc, Bolloré SE, Jupiter Green Investment Trust plc, JPMorgan Global Core Real Assets Limited, abrdn Property Income Trust Limited.
Palm Valley CM : YTD 4.22% / stocks mentioned - Kelly Services, Seaboard Corporation, Heartland Express.