2 Stock Picks From an Exclusive Fund That’s up 95% in 2024
- Weybosset’s Special Situations Account, now open to investors, boasts 787% returns since 2018.
- The fund’s success is attributed to high concentration and strategic timing in stock selection.
- Current holdings include Illumina and Maxlinear, which are both down substantially since 2021.
Seven years ago, Justin Deutsch and Fla Lewis III felt like they were missing opportunities in certain stocks. While the companies looked promising, they didn’t quite fit the parameters for their Weybosset Fundamental Value Strategy.
So the two portfolio managers at Weybosset Research & Management, which oversees $400 million, launched another fund for themselves and clients called the Special Situations Account. As the…
