Old West Investment Management’s Q1 2022 Investor Letter

Old West Investment Management, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here. The stock market actually held up pretty well with the S&P 500 down 4.6%. Old West portfolios had a tremendous 1st quarter with its long-only separate accounts up between 12% and 18% and our LPs up between 14.5% and 23% net of all fees. Try to spend some time taking a look at the fund’s top 5 holdings to be informed about their best picks for 2022.