2024-05-02 06:25:00 ET
Summary
- Broyhill Asset Management is a boutique investment firm guided by a disciplined value orientation. We operate outside of the fray and invest with a rational, objective, long-term perspective.
- This quarter, we had three top contributors (Fiserv, Avantor, and Fidelity National Information Services) and no material detractors.
- During the quarter, we exited our position in Fomento Economico Mexicano (FMX) and initiated a position in Warner Music Group.
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For further details see:
The Broyhill Q1 2024 Letter