Giverny Capital Asset Management’s Q4 2023 Investor Letter

Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2023 investor letter. The firm’s model portfolio returned 16.26% (net) in the fourth quarter compared to an 11.69% return for the S&P 500 Total Return Index. The fund had an annual return of 29.07% compared to the 26.29% return for the Index during the same period. In addition, please check the fund’s top five holdings to know its best picks in 2023.

A copy of Giverny Capital Asset Management’s Q4 2023 investor letter can be downloaded here.