Long Cast Advisers’ Q3 2023 Investor Letter

Long Cast Advisers, an investment management firm, released its third quarter 2023 investor letter, a copy of which can be downloaded here. In the third quarter of 2023, ending September 30, cumulative net returns stood at 8%. Year-to-date returns up to the quarter’s conclusion reached 20%. Since its inception in November 2015 through the end of the third quarter in 2023, LCA has delivered a cumulative net return of 190%, equivalent to a 14% compound annual growth rate (CAGR) after accounting for fees. Take a moment to review the fund’s top 5 holdings to gain insights into their primary investment choices for 2023.