Rocklinc Investment Partners, an investment management partnership, released its third quarter 2024 investor letter. A copy of the letter can be downloaded here. During the quarter, the fund's basket of Canadian companies (after all expenses) increased by 12%, outperforming the index by 1.6%. The portfolio of U.S.-based companies (after all expenses) increased by 2.0% in the quarter, underperforming the S&P 500 index by approximately 2.9%. In addition, ROCKLINC separately managed accounts increased by 4.5% during the third quarter, 11.2% year-to-date and 16.5% during the last 12 months. The Rocklinc Partners Fund has been compounding at approximately 7.2% per year, after all expenses and fees, since inception (seven years) and 7.6% over the past five years. In addition, please check the fund's top five holdings to know its best picks in 2024.

Rocklinc Investment Partners highlighted stocks like Burford Capital Limited (NYSE:BUR), in the third quarter 2024 investor letter. Burford Capital Limited (NYSE:BUR) offers legal finance products and services. The one-month return of Burford Capital Limited (NYSE:BUR) was 0.82%, and its shares gained 0.67% of their value over the last 52 weeks. On December 13, 2024, Burford Capital Limited (NYSE:BUR) stock closed at $13.50 per share with a market capitalization of $2.962 billion.

Rocklinc Investment Partners stated the following regarding Burford Capital Limited (NYSE:BUR) in its Q3 2024 investor letter: