Investment advisory firm Ithaka Group released the “Ithaka US Growth Strategy” third-quarter 2024 investor letter. The market continued to rise, which began in late October 2023, and gained across multiple asset classes. However, the portfolio underperformed in this up-market, increasing 0.4% (gross of fees) compared to the R1000G, which increased by 3.2%. Stock selection drove the portfolio to underperform in the quarter, with a negligible tailwind from sector allocation. In addition, please check the fund’s top five holdings to know its best picks in 2024.
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