O’keefe Stevens Advisory’s Q3 2022 Investor Letter

O’keefe Stevens Advisory, an investment advisory firm, released its third-quarter 2022 investor letter. A copy of the same can be downloaded here. In the third quarter, the portfolio declined, while the firm is confident in the companies it invested in and expects long-term value addition to its holdings. In addition, you can check the top 5 holdings of the fund to know its best picks in 2022.