Giverny Capital Asset Management’s Q3 2024 Investor Letter

Giverny Capital Asset Management, LLC, an investment management company, recently published its third-quarter 2024 investor letter. The portfolio returned 6.99% in the third quarter compared to a 5.89% return for the S&P 500 Total Return Index. The fund returned 20.16% year-to-date compared to the 22.08% return for the Index during the same period. The strategy continued to benefit from the exceptionally robust US stock market. 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 Q3 2024 investor letter can be downloaded here.