Ashva Capital Management commentary for the third quarter ended September 30, 2024.
Dear Limited Partner and Prospective Partners,
I’m pleased to share with you Ashva Capital LP’s performance update as of Q3 2024. Through September 30, our fund achieved a net return of 23%, outperforming the S&P 500’s 20.8% over the same nine month period. 2024 will likely become one of the best years for U.S. equities in recent history. I want to highlight this fact in light of the constant barrage of negative news from the financial media and Wall Street analysts. It's important not to get carried away by popular narratives and focus on the actual data. Our recent performance reflects our commitment to disciplined, value-driven investing, designed to deliver enduring growth and conducting our own independent...
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