Blue Tower Management’s Q4 2021 Investor Letter

Blue Tower Management LLC, an investment management firm, published its fourth-quarter 2021 investor letter – a copy of which can be downloaded here. The fund returned 2.64% net of fees in the fourth quarter of 2021 (2.94% gross), extending its 12-month return to 28.5% net (29.9% gross). Spare some time to check the fund’s top 5 holdings to have a clue about their top bets for 2022.