Broyhill Asset Management’s Q3 2024 Investor Letter

Broyhill Asset Management, an investment advisor, released a third-quarter 2024, investor letter. Broyhill Partners appreciated 6% net of all fees and expenses in the third quarter. The top contributors in the quarter were Philip Morris, Fiserv, Avantor, and Baxter. There was only one material detractor: Dollar General. 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 Q3 2024 investor letter can be downloaded here.