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Choice Equities is a boutique hedge fund manager, investing in public equities with the mindset of an opportunistic businessperson.
Choice Equities Fund generated gains of +14.2% on a net basis in the first quarter vs. the Russell 2000’s +5.2% gain for the quarter.
We provide a brief summary of equities markets in the first quarter of 2024.
We then highlight a couple of recent developments of companies within our portfolio and also take a first look at a recent addition in H&E Equipment Services, Inc.