Maran Capital Management’s Q1 2023 Investor Letter

Investment management company Maran Capital Management recently released its first-quarter 2023 investor letter. A copy of the same can be downloaded here. Maran Partners Fund returned +5.2%, net of all fees and expenses in the first quarter. The fund compounded approximately 12% per year (net) over the last five years. In addition, you can check the top 5 holdings of the fund to know its best picks in 2023.