Long Cast Advisers’ Q2 2022 Investor Letter

Independent Investment management company Long Cast Advisers recently released its second quarter, 2022 investor letter. A copy of the same can be downloaded here. The fund is concentrated on long-term investment in small-cap companies. In the second quarter, the fund’s cumulative returns dropped 15%, which resulted in a 26% decline in the year-to-date returns. The most significant holdings of the portfolio underperformed and led to portfolio decline. For more information on the fund’s...