Nordstern Capital’s Q3 2022 Investor Letter

Nordstern Capital, an investment management firm, published its third-quarter 2022 investor letter – a copy of which can be downloaded here. In its 2022 first-quarter letter, the fund emphasized that the third quarter was disappointing for the fund. The fund’s underperformance has three main reasons, but it is convinced that these same three themes that were strong headwinds last quarter are the foundation of its strong performance over the next quarters and years. Try to spare some time to check the fund’s top 5 holdings for you to have an idea about their best stock picks this 2022.