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O’keefe Stevens Advisory’s Q1 2024 Investor Letter

O’keefe Stevens Advisory, an investment advisory firm, released its first-quarter 2024 investor letter. Soft-landing expectations drove the S&P 500's 11% gain in Q1. Despite geopolitical tensions, the market is cool, however, inflation is still a concern for the firm. The top five positions accounted for almost 34% of the assets held by O'keefe Stevens Advisory. In addition, please check the fund’s top five holdings to know its best picks in 2024.

A copy of O’keefe Stevens Advisory’s Q1 2024 investor letter can be downloaded here.