Crescat Capital’s Q1 2023 Investor Letter

Crescat Capital, an investment management company, released its first quarter 2023 investor letter, a copy of the same can be downloaded here. In its letter, the fund mentioned that investors may not fully grasp the magnitude of the risks posed by the US debt ceiling problems, but the primary worry lies in the potential macroeconomic repercussions that could arise from a resolution between political parties. Spare some time to check the fund’s top 5 holdings to know more about their top bets for 2023.