Long Cast Advisers’ Q1 2022 Investor Letter

Long Cast Advisers, LLC, an independent registered investment adviser investing on behalf of individuals, family offices and endowments, published its first quarter 2022 investor letter – a copy of which can be downloaded here. The fund is concentrated on long-term investing, focused on small-cap companies. For the 1st quarter of 2022, its cumulative net returns declined by 13%. There is tangible rationale why equities have declined but chief among them is rising interest rates. Try to spend some time taking a look at the fund’s top 5 holdings to be informed about their best picks for 2022.