Donville Kent Asset Management’s Q1 2023 Investor Letter

Donville Kent Asset Management, an investment management company, released its first quarter 2023 investor letter. A copy of the same can be downloaded here. The economy is facing many challenges at the start of 2023. Among these, inflation is the most influential. The rising interest rates affected the growth assets like small-cap growth stocks, which led the assets to lose their value. The letter discussed how rising interest rates overshadowed business performance and how this is expected to reverse. In addition, you can check the top 5 holdings of the fund to know its best picks in 2023.