Minot Light Capital, an investment management firm, recently released its fourth-quarter 2024 investor letter. A copy of the same can be downloaded here. This is the first partner update of Minot Light Capital after the fund's launch on October 1, 2024. The partnership gained 6.9% gross/5.2% net in the quarter versus 2.4% for the S&P 500 total return index and 0.3% for the Russell 2000. The firm is pleased to see positive relative performance of the fund in both up and down markets over the market's turbulent quarter. In addition, you can check the fund’s top 5 holdings to find out its...
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