Silver Beech Capital, a value-oriented investment management firm, released its second-quarter 2025 investor letter. Since its inception, Silver Beech has achieved a net annualized return of 19.9%, representing an annualized outperformance of 6.9% over the S&P 500. The fund was up 0.3% through the second quarter of 2025, compared to the S&P 500’s 6.2% return and the Russell 2000’s 1.8% decline. The United States’ economic fundamentals remain strong, and financial markets are optimistic. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.
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