East 72’s Q2 2022 Investor Letter

East 72, an investment management company published its Q2, 2022 investor letter, a copy of which can be downloaded here. The quarterly gross return of the portfolio is -27.2% and the 12-month rolling return is -27.1%. The fund lost its value in the quarter and trails the S&P 500 Index, NASDAQ 100 Index, and ASX 200 Index. Go over the fund’s top 5 positions to have a glimpse of its finest picks for 2022.