Palm Harbour Capital’s Q1 2023 Investor Letter

Palm Harbour Capital, an investment management company, released its first-quarter 2023 investor letter. A copy of the same can be downloaded here. The fund was up 7.2% gross of fees in the first quarter. The fund was below European benchmarks and slightly better than global benchmarks. The fund’s return from inception to quarter end was 45.2%. In addition, please check the fund’s top five holdings to know its best picks in 2023.