Palm Harbour Capital’s Q1 2024 Investor Letter

Palm Harbour Capital an investment management company, released its first quarter investor letter. The fund gained 4.6% gross of fees during the first quarter. The market’s primary focus in the first quarter was interest rates and inflation, as it has for the previous few years. Stronger than anticipated economic data during the first quarter elevated the hopes for rate cut expectations, this propelled the rally further. In addition, to know the best picks of the fund during 2024, please check its top 5 holdings.

A copy of Palm Harbour Capital’s Q1 2024 investor letter can be downloaded here.