Curreen Capital’s Q1 2022 Investor Letter

Curreen Capital, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here. A quarterly portfolio return of -12.53% was recorded by the fund for the fourth quarter of 2021, underperforming the S&P 500 and MSCI Word Index which had a -4.59% and -5.08% gain respectively for the same period. Try to spend some time taking a look at the fund’s top 5 holdings to be informed about their best picks for 2022.