2024-04-16 05:35:00 ET
Summary
- Blue Tower Asset Management is an investment advisory which provides separately managed accounts. Blue Tower's approach to value investing combines proprietary screening algorithms which identify potentially attractive investments with fundamental research that seeks to determine if the stock is truly a bargain and not a value trap.
- Blue Tower Global Value composite returned 13.78% net in Q1 2024 (14.05% gross) which exceeds the gain seen in broad market indices so far this year.
- With strong contributions from Meta Platforms, Enova, and Georgia Capital, our performance in this quarter was not driven by any one stock.
I am happy to report that the Blue Tower Global Value composite returned 13.78% net in Q1 2024 (14.05% gross) which exceeds the gain seen in broad market indices so far this year....
Read the full article on Seeking Alpha
For further details see:
Blue Tower Asset Management Q1 2024 Commentary