Maran Capital Management’s Q4 2021 Investor Letter

Maran Capital Management, an investment management firm, published its fourth-quarter 2021 investor letter – a copy of which can be downloaded here. In the fourth quarter of 2021, Maran Partners Fund returned +3.3%%, net of all fees and expenses, and in the full year 2021, the fund returned +53.2% net Over the past five years, the fund has compounded at the annualized rate of +22.2%, net of all fees and expenses. Spare some time to check the fund’s top 5 holdings to have a clue about their top bets for 2022.