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 top picks in 2022, please check its top five holdings.