BALL - Vulcan Value Partners Q2 2024 Letter

2024-07-16 11:05:00 ET

Summary

• Vulcan Value Partners Q2 2024 results were mixed.
• When we think we can improve our prospective long-term returns and lower risk, we will make those decisions without regard to their effect on short-term performance.
• We experienced stock price volatility with several companies in the portfolios.

Portfolio Review

Our quarterly results were mixed. These results are detailed in the table below. As we have often said, we place no weight on short-term results, good or bad. When we think we can improve our prospective long-term returns and lower risk, we will make those decisions without regard to their effect on short-term performance....

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