Peterson Investment Fund I letter to investors for the third quarter ended September 30, 2024.
“Investing isn't about beating others at the game; it's about controlling yourself at your own game.” - Arnold Van Den Berg
Performance and Overview
Peterson Investment Fund I (PIFI) delivered a net return of 17.1% during the third quarter of 2024, significantly outperforming the broader market. While the S&P 500 posted noteworthy gains of 5.8%, primarily driven by a small subset of large-cap tech stocks, PIFI’s diversified, global portfolio demonstrated resilience and strong performance across multiple sectors. This success reflects our disciplined and methodical approach to value investing.
Our investment philosophy remains steadfast: we focus on acquiring world-class...
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