O’keefe Stevens Advisory’s Q4 2022 Investor Letter

O’keefe Stevens Advisory, an investment advisory firm, released its fourth-quarter 2022 investor letter. A copy of the same can be downloaded here. 2022 was a challenging year for the market and portfolios due to interest rate hikes. At the end of 2022, ~37% of the fund’s assets were held by its top 5 holdings. You can check the top 5 holdings to know the fund’s best picks in 2022.