Jackson Peak Capital’s Q3 2023 Investor Letter

Jackson Peak Capital, an investment management firm, released its third quarter 2023 investor letter, a copy of which can be downloaded here. Established in March 2023, the firm observed its second full quarter of investment activity during Q3 2023. Despite challenging market conditions, Jackson Peak excelled in Q3, achieving a robust return of +11.8%. The quarter posed difficulties for the broader markets, but Jackson Peak’s alternative long-short investment strategy proved successful, securing notable wins in each segment of the portfolio. Take a moment to review the fund’s top 5 holdings to gain insights into their primary investment choices for 2023.