Rewey Asset Management, an investment management company, released its “RAM Smid Composite” third quarter investor letter. A copy of the letter can be downloaded here. The fund rose 9.83% in 3Q24 and 18.53% year-to-date, outperforming the benchmark, the Russell 2500 Value index, which gained 9.63% in 3Q24 and up 11.27% YTD. The firm constructed its portfolio based on a three-pronged investment philosophy—financial strength, the ability to grow, and discounted valuations. In addition, please check the fund’s top five holdings to know its best picks in 2024.
Rewey Asset Management...
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