Appleseed Fund’s Q3 2024 Investor Letter

Appleseed Fund, an investment management company, released its third-quarter 2024 investor letter. The fund’s Institutional Class generated an absolute return of 20.46% over the 12 months that ended September 30, 2024, compared to the Morningstar Global Small/Midcap Index’s 25.97% return. Appleseed Fund was positioned for an inflationary, slow-growth environment for most of the previous years. The cautious position of the Appleseed Fund prevented investment gains even while inflation levels have been lowering, and the stock market has been raging since the end of 2022. In addition, please check the fund’s top five holdings to know its best picks in 2024.

A copy of Appleseed Fund’s Q3 2024 investor letter can be downloaded here.