Broyhill Asset Management, an investment management company, released a second-quarter 2024, investor letter. Despite gains in global markets, the Broyhill Equity portfolio declined in the second quarter. As the gap in market leadership grew, the fund underperformed. That doesn't make it any easier to take and isn't an excuse. At the end of the quarter, the top five investments made up almost 50% of the equity portfolio. In addition, you can check the fund's top 5 holdings to determine its best picks for 2024.
A copy of Broyhill Asset Management’s Q2 2024 investor letter can beCreate a free account, or log in to read the full article
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