MPE Capital’s Q2 2022 Investor Letter

MPE Capital, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here. The last twelve months have been a period of both tremendous pain and tremendous growth for the fund. For the first half of 2022, MPE Capital declined 33.1% while the S&P 500 TR declined 20.0%. Go over the fund’s top 5 positions to have a glimpse of its finest picks for 2022.