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Headwaters Capital Management’s Q2 2024 Investor Letter

Headwaters Capital Management, an investment management company, released its second-quarter 2024 investor letter. It was a calm period for the market compared to the last three years. The fund returned +1.3% (+1.1% net) in the second quarter compared to a -3.4% fall for the Russell Mid Cap Index. The company focuses on investing in companies with a competitive edge, strong cash flow, and extended growth prospects. In addition, you can check the top 5 holdings of the fund to know its best picks in 2024.

A copy of Headwaters Capital Management’s Q2 2024 investor letter can be downloaded...