Annual Letter to Investors – 2024

In 2024, the S&P 500 Total Return Index delivered its second consecutive 25%+ annual return. Market concentration was the theme of the strong performance, with [...]

Value Investor Insight (November 27, 2024): Capital Return

In the November 27th issue of Value Investor Insights, Chief Investment Officer Izet Elmazi and Portfolio Manager Achilleas Taxildaris were interviewed and shared insights on [...]