Rocklinc Investment Partners’ Q3 2024 Investor Letter

Rocklinc Investment Partners, an investment management partnership, released its third quarter 2024 investor letter. During the quarter, the fund’s basket of Canadian companies (after all expenses) increased by 12%, outperforming the index by 1.6%. The portfolio of U.S.-based companies (after all expenses) increased by 2.0% in the quarter, underperforming the S&P 500 index by approximately 2.9%. In addition, ROCKLINC separately managed accounts increased by 4.5% during the third quarter, 11.2% year-to-date and 16.5% during the last 12 months. The Rocklinc Partners Fund has been compounding at approximately 7.2% per year, after all expenses and fees, since inception (seven years) and 7.6% over the past five years. In addition, please check the fund’s top five holdings to know its best picks in 2024.

A copy of Rocklinc Investment Partners’ Q3 2024 investor letter can be downloaded here.