Tsai Capital Corporation’s Q4 2023 Investor Letter

Tsai Capital Corporation, an investment management firm, released its fourth quarter 2023 investor letter. For the year ended December 31, 2023, the Tsai Capital Growth Equity Strategy gained 56.81%, gross of fees, and 55.07%, net of fees, as compared with a total return of 26.29% for the S&P 500 Index. Since its inception 24 years ago, the strategy gained 691%, before fees, and 472%, after fees, compared to a 401% total return for the index. In addition, you can check the top 5 holdings of the fund to know its best picks in 2023.

A copy of the investor letter can be downloaded here.