Nordstern Capital’s Q2 2022 Investor Letter

Nordstern Capital, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here. In its 2022 second-quarter letter, the fund highlighted that they continue to believe they’re well positioned for the storm or for the eventual sunshine as well, given the market exuberance, recession risk, rising interest rates, and inflation, all of which seem to be materializing. Go over the fund’s top 5 positions to have a glimpse of its finest picks for 2022.