Silver Beech Capital Fund’s Q3 2023 Investor Letter

Silver Beech Capital, an investment management firm, released its third quarter 2023 investor letter, a copy of which can be downloaded here. In the first nine months of 2023, Silver Beech achieved a year-to-date net return of 12.7%, outperforming the S&P 500, which returned 10.7%, and surpassing the Russell 2000’s year-to-date returns of -0.9%. Take a moment to review the fund’s top 5 holdings to gain insights into their primary investment choices for 2023.