Bonhoeffer Capital Management’s Q1 2024 Investor Letter
Insider MonkeyBonhoeffer Capital Management, an asset management company, released its first-quarter 2024 investor letter. In the first quarter of 2024, the fund returned 5.9% net of fees compared to 5.7% returns for MSCI World ex-US, a broad-based index, and 5.3% return for the DFA International Small Cap Value Fund. The fund’s stocks have an average EV/EBITDA […]