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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.