Vltava Fund, an investment management company, recently released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here. The letter discusses how the firm determines the size of each holding in the portfolio. The firm keeps the number of positions in the portfolio between 20 and 25 considering it as ideal. It gives ample opportunities for diversification. Please review the fund’s top five holdings to see its best choices for 2024.
Vltava Fund highlighted stocks...
