East 72 Holdings Limited 2019 Q4 Investor Letter

Andrew Brown and Marc Lerner’s East 72 Holdings Limited is an Australian fund that lost 23.4% in 2019. That’s probably because its net exposure at the end of December was -106%. Below you can download a copy of their 2019 Q4 investor letter:

East 72 Holdings 2019 Q4 Investor Letter

You can also find more detailed information about its stock holdings, thoughts on companies like Apple and Tesla in this presentation.