RFIL - Merion Road Capital Q1 2024 Investor Letter

2024-04-09 10:10:00 ET

Summary

• Merion Road Capital Management LLC is a registered investment adviser. We focus on value-oriented investing through rigorous fundamental analysis of a company's operations.
• The Long Only portfolio increased 14% during the first quarter.
• WCC seems ideally positioned to succeed in the current environment.
• The Small Cap Fund fell 1.2% during the first quarter.

Note: All returns are net of management and performance fees. Past performance is not indicative of future results. Returns for the Merion Road Small Cap Fund for the period prior to fund launch (01/13/22) reflect a basket of SMAs. ...

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