Horizon Kinetics’ Q1 2022 Investor Letter

Horizon Kinetics LLC, an independently owned and operated investment adviser, published its first-quarter 2022 investor letter – a copy of which can be downloaded here. With a long-term absolute return mindset, and based on first-hand research, the fund’s portfolios tend to be concentrated and avoid tracking or mimicking any benchmark or index. Try to take some time looking at the fund’s top 5 holdings to be informed about their best picks for 2022.