Markets

Insider Trading

Hedge Funds

Retirement

Opinion

Andvari Associates’ Q2 2024 Investor Letter

Andvari Associates, an investment management firm, released its second-quarter 2024 investor letter. Year to date, the portfolio appreciated 7.7% net of fees while the SPDR S&P 500 ETF rose 15.2%. There are two primary causes of Andvari's trailing returns: (1) the firm does not hold some of the biggest and best-performing companies, such as Nvidia, Apple, Microsoft, Google, Meta, and Amazon; and (2) poor performance of Mesa. Andvari invested in a diverse range of companies in terms of market cap. Andvari's performance in the first half of the year is in line with what the market typically...