Claret Asset Management’s Q4 2021 Investor Letter

Claret Asset Management, an investment management firm, published its fourth-quarter 2021 investor letter – a copy of which can be downloaded here. In its fourth-quarter letter, the fund talked about the 11 plus one “Interesting” or “Surprising” things about 2021, and described the past year as “another amazing year that few would have predicted and surprised everyone far more positively than expected”. Spare some time to check the fund’s top 5 holdings to have a clue about their top bets for 2022.