Broyhill is Upgrading Quality in Software: Moving from Intuit (INTU) to Microsoft

yf_tkr_INTU · 2026-10-23

$INTU $MSFT

Broyhill Asset Management, a Charlotte-based firm, issued its third-quarter 2026 investor letter. The letter can be downloaded here. The Broyhill Equity Composite decreased by 0.3% in Q3, underperforming the MSCI All Country World Index, which gained 1.7%. For the first nine months of the year, the Composite returned 1.9%, compared to 13.4% for the Index. The […]

Sector coverage: Technology · Software - Application · Software - Infrastructure

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