Emeth Value Capital’s Q4 2021 Investor Letter

Emeth Value Capital, an investment management firm, published its fourth-quarter 2021 investor letter – a copy of which can be downloaded here. A portfolio quarterly return of +35.91% was recorded by the fund for the whole year of 2021, while its benchmark, the MCI ACWI Index, by comparison, returned +18.67% over the same period. Spare some time to check the fund’s top 5 holdings to have a clue about their top bets for 2022.