Nordstern Capital’s Q4 2021 Investor Letter

Nordstern Capital, an investment management firm, published its fourth-quarter 2021 investor letter – a copy of which can be downloaded here. In its letter, the fund talked about the supply-chain disruptions, anti-globalization, China-US decoupling, COVID-19, and the lockdowns, pointing out that these are all possible explanations contributing to the recent increase in prices for goods and services. The fund also talked about some stocks of which they see some great potential in the long term. Spare some time to check the fund’s top 5 holdings to have a clue about their top bets for 2022.