Mayar Capital Q4 2024 Letter To Partners

2025-01-17 22:45:36 ET

Summary

• Mayar Capital provides investment management services to institutions, family offices, and high net-worth individuals.
• The Mayar Responsible Global Equity Fund (Class A) was down 1.45% net of all expenses and fees YTD ending Dec 31st 2024, while the MSCI World Index increased by 18.67%.
• Despite recent underperformance, we are optimistic about the prospects for quality value stocks and non-US markets, where valuations are more reasonable and economic conditions are improving.
• We focus on high-quality, "boring" businesses with strong fundamentals which we believe will outperform over the long-term.

My Fellow Partners,

As we close the chapter on 2024, I am writing to provide you with an update on the Mayar Responsible Global Equity Fund's performance and share our perspectives on the current market environment.

Our Performance

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