Greystone Capital Management, an investment management company, released its fourth-quarter 2023 investor letter. A copy of the same can be downloaded here. In the fourth quarter, the return for separate accounts managed by the firm ranged from +16.4% to +20.4%. The median account returned +18.1%, net of fees in Q4, and +11.8%, net of fees for […]
Alluvial Capital Management, an investment advisory firm, released its fourth-quarter 2023 investor letter. A copy of the same can be downloaded here. The fund returned 3.2% in the fourth quarter, bringing yearly returns to 15.1%. The portfolio typically lags during significant market movements, and the current quarter was no different. Despite being ahead of benchmarks through […]
Greystone Capital Management, an investment management company, released its third-quarter 2023 investor letter. A copy of the same can be downloaded here. In the third quarter, the return for separate accounts managed by the firm was -11.4%, net of fees compared to S&P 500’s and Russell 2000’s returns of -3.2% and -5.1%, respectively. Client portfolios are […]