East 72’s Q4 2021 Investor Letter

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.