Headwaters Capital Management, an investment management company, released its fourth-quarter 2022 investor letter. A copy of the same can be downloaded here. The portfolio gained 7.2% (gross) in the fourth quarter compared to a 9.2% return for the Russell Mid Cap Index. In addition, you can check the top 5 holdings of the fund to know its best picks in 2022.
Headwaters Capital highlighted stocks like ICF International, Inc. (NASDAQ:ICFI) in the Q4 2022 investor letter. Headquartered in...
