Bronte Capital Amalthea Fund’s Q1 2022 Investor Letter

Bronte Capital, an investment management firm, published its “Amalthea Fund” first quarter 2022 investor letter – a copy of which can be downloaded here. Over the quarter the fund fell 5.97% whereas the globally diverse ACWI (in $A) dropped by 12.08%. The results are better than the market but are nonetheless unsatisfactory. Try to spend some time taking a look at the fund’s top 5 holdings to be informed about their best picks for 2022.