Moon Capital Management’s Q1 2022 Investor Letter

Moon Capital Management, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be seen here. Stock prices generally continued their decline in the first quarter, with the tech-heavy Nasdaq Composite posting the largest loss among the three major U.S. indices. The fund’s stock portfolio held up well, declining approximately one-half percent. Try to spend some time taking a look at the fund’s top 5 holdings to be informed about their best picks for 2022.