Leaven Partners’ Q3 2022 Investor Letter

Leaven Partners, an investment management firm, published its third-quarter 2022 investor letter – a copy of which can be downloaded here. Fund assets declined by -2.2% in the third quarter and are down -8.5% for the year. The halving of profit growth estimates will typically put downward pressure on stock prices – particularly now when the euphoria dissipates and corporate earnings appear to matter once again. Try to spare some time to check the fund’s top 5 holdings for you to have an idea about their best stock picks this 2022.