MPE Capital’s Q4 2021 Investor Letter

MPE Capital, an investment management firm, published its fourth-quarter 2021 investor letter – a copy of which can be downloaded here. The 5-year-old investment firm had a decline of 24.8% for the year ended December 31st, 2021, below its S&P 500 TR benchmark that had a 28.7% return for the same period. Spare some time to check the fund’s top 5 holdings to have a clue about their top bets for 2022.