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.Create a free account, or log in to read the full article
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