The Choice Equities Fund returned 1% net in the first quarter of 2023, compared to a gain of 2.7% on the Russell 2000 index and 7.5% for the S&P 500. While the firm’s performance for the three months to the end of March was pretty underwhelming, as its portfolio manager and founder, Mitchell Scott notes in Choice’s first quarter investor update, since its inception in 2017, the fund has generated annualized gains of 14.7% versus 6.0% and 12.2% for the Russell 2000 and S&P 500, respectively. Choice focuses on finding undervalued small and mid-cap value opportunities across the market. Small-cap…
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