3Q24 Letter

I’m pleased to share the third quarter 2024 update for the Longriver Partners Fund. You can read it in the Letters section of this site once you’ve registered. I share some brief thoughts on a volatile quarter and introduce a new investment in Hikari Tsushin (9435 JP).

The picture above is from an interview of two graduates who joined Hikari Tsushin (link). I highly recommend it for the insights it offers into the culture of this unique company.