Lux Capital’s Q2 2022 Investor Letter

Lux Capital, an investment management firm, published its second quarter 2022 investor letter – a copy of which can be downloaded here. Over our past six quarterly letters, the fund’s messages were a mix of defensive prudence and offensive preparedness to pounce (capitalize on current capital markets, build war chest balance sheets, husband the cash, now consolidate). While others may say their pace is slowing, Lux Capital’s pace pulses to a steady beat. Go over the fund’s top 5 positions to have a glimpse of its finest picks for 2022.