Seven Corners Capital’s Q3 2024 Investor Letter

Seven Corners Capital, an investment management company, released its Q3 2024 investor letter. Seven Corners Capital’s composite portfolio finished Q3 2024 increasing around 14%, while the S&P 500 increased by approximately 21%. This represents a 7% underperformance in the first half of the year. Since 2020 (on a “Pandemic stacked basis”), the SCC Composite Portfolio has increased by ~127% compared to ~79% for the S&P 500, including all dividends received. This is an outperformance of 4,800 basis points compared to the index. In addition, you can check the fund’s top 5 holdings to know its best picks in 2024.

A copy of Seven Corners Capital’s Q3 2024 investor letter can be downloaded here.