Mitchell Scott’s Choice Equities generated a positive return of 8% net for the second quarter of 2023, bringing its year-to-date return to 9% net, according to a copy of the firm’s second-quarter investor update, which ValueWalk has been able to review. While the fund is lagging behind the S&P 500 for the year, it’s outperforming the Russell 2000, a better benchmark for the small and mid-cap focused fund. The Russell 2000 has added 8.1% in 2023. Q2 2023 hedge fund letters, conferences and more Big Tech Dominates As Scott notes in his quarterly update to investors, “AI-related enthusiasm for large-cap…
Fund With 15.5% Annualized Returns Profits With Mid-Cap Value
Rupert Hargreaves
Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk
