These Were TCI’s Top Three Contributors in Q1 2024 [Exclusive And In Depth]

The Children's Investment Fund (TCI)'s Class H shares returned 11.7% for the first quarter, outperforming the MSCI World Net Total Return Index's 8.9% return. The fund's top three positions, General Electric, Airbus, and Safran, were also its top three contributors, adding 3.7%, 2.5%, and 2.2%, respectively, to its gross performance.

Here's more on what the TCI team had to say about their top three contributors from the first quarter.

From General Electric to GE Aerospace

Of course, GE has had an eventful year, generating a total shareholder return of 38% in local currency for the first quarter. The firm has now completed the spinoff of GE Vernova, which started trading independently in...