Donville Kent Asset Management’s Q2 2022 Investor Letter

Donville Kent Asset Management, an investment management company, recently published its second-quarter 2022 investor letter. The same can be downloaded here. The pandemic, Ukraine war, and policy stimulus made the first half difficult for the fund. The firm believed that a concentrated collection of profitable, growing, fairly priced companies would outperform and provide better returns in the current scenario, but that didn’t happen. You can view the top 5 holdings of the fund to know its best picks in 2022.