Markets

Insider Trading

Hedge Funds

Retirement

Opinion

Black Bear Value Fund’s Q2 2024 Investor Letter

Black Bear Value Partners, an investment management firm, published its first quarter 2024 investor letter. Black Bear Value Fund returned -6.7% in June and is up +2.1% YTD and the S&P 500 returned +3.6% in June and +15.3% YTD. HFRI Value Index returned -0.3% in June and +4.3% YTD. The businesses, the firm owns are attractively priced, have solid balance sheets, and are managed effectively. In addition, please check the fund’s top five holdings to know its best picks in 2024.

A copy of Black Bear Value Fund’s Q2 2024 investor letter can be downloaded here.