Eagle First Investments’ Q2 2022 Investor Letter

Eagle First Investments, an investment management company, recently published its second-quarter 2022 investor letter. The same can be downloaded here. The firm believes in value investing. The firm’s philosophy is open to growth, but only if the growth creates intrinsic value. It relies on the fact that value investing will generate long-term positive returns across all business cycles.  You can view the top 5 holdings of the fund to know its best picks in 2022.