Donville Kent Asset Management’s Q4 2021 Investor Letter

Donville Kent Asset Management, an investment management firm, published its fourth-quarter 2021 investor letter – a copy of which can be downloaded here. Over the years, the fund has been picking stocks and mentioned that there are moments in time when unexpected opportunities present themselves. Some small and some big. In this edition of the ROE Reporter, the fund discusses how it currently finds itself in a historic opportunity. Spare some time to check the fund’s top 5 holdings to have a clue about their top bets for 2022.