Rogue Funds’ Q3 2024 Investor Letter

Rogue Funds, an investment management company, released its third quarter 2024 investor letter. The fund returned -3.03% net of fees in the quarter. The fund faced a slight decline in the value of the portfolio, which was quite disappointing. Two of the fund’s core positions fell by more than 50% since the firm acquired them, mainly due to significant changes in their investment theses. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2024.

A copy of Rogue Funds’ Q3 2024 investor letter can be downloaded here.