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Giverny Capital Asset Management’s Q2 2024 Investor Letter

Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2024 investor letter. The portfolio returned -2.31% in the second quarter compared to a 4.28% return for the S&P 500 Total Return Index. The fund returned 12.31% year to date compared to the 15.29% return for the Index during the same period. The performance was hurt by low exposure to the Magnificent Seven tech stocks. For more information on the fund’s top picks in 2024, please check its top five holdings.

A copy of Giverny Capital Asset Management’s Q2 2024 investor letter...