Is This The Best Time To Add Orion Engineered Carbons S.A. (OEC) To Your Portfolio?

Investment management company Ave Maria recently released its “Ave Maria Focused Fund” fourth quarter 2022 investor letter. A copy of the same can be downloaded here. At the end of the fourth quarter, the fund returned 12.39% compared to an 8.74% return for the S&P MidCap 400 Growth Index and a 7.56% return for the S&P 500 Index. For the full year, the fund returned -34.98% compared to -18.96% and -18.11% returns respectively for the indexes. You can check the top 5 holdings of the fund...