Desert Lion Capital, an investment management firm, recently published its second-quarter 2022 investor letter – a copy that can be downloaded here. The Fund returned -0.8% for the month of August, compared to -5% by the JSE All Share Index (J203). Currency was a drag with the USD/ZAR detracting by -3%. . Go over the fund’s top 5 positions to have a glimpse of its finest picks for 2022.
In its Q2 2022 investor letter, Desert Lion Capital mentioned Sibanye Stillwater Limited (NYSE:SBSW)...
