Maran Capital’s Q2 2022 Investor Letter

Maran Capital Management, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here. In the second quarter of 2022, Maran Partners Fund returned -15.7%, net of all fees and expenses, bringing our year-to-date performance to -25.3%. Over the past five years, the partnership has compounded at a rate of approximately 14%, net. Go over the fund’s top 5 positions to have a glimpse of its finest picks for 2022.