East 72’s Q1 2022 Investor Letter

East 72, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.  A quarterly gross portfolio return of -11.4% was recorded by the fund for the first quarter of 2022 and was able to have a rolling twelve-month gross return of -6%. Try to spend some time taking a look at the fund’s top 5 holdings to be informed about their best picks for 2022.