East 72, an investment management firm, published its third-quarter 2021 investor letter – a copy of which can be downloaded here. A quarterly portfolio gross return of 8.9% was recorded by the fund for the fourth quarter of 2021 and was able to have a rolling twelve-month gross return of +18.9%. Spare some time to check the fund’s top 5 holdings to have a clue about their top bets for 2022.
East 72, in its Q4 2021 investor letter, mentioned Tesla, Inc. (NASDAQ: TSLA) and discussed...
