Palm Harbour Capital’s Q3 2022 Investor Letter

Palm Harbour Capital, an investment management firm, published its third-quarter 2022 investor letter – a copy of which can be downloaded here. The fund lost 2.5% in gross fees at the end of the recent quarter. The fund ended the quarter with a year-to-date performance of -11.4% (-12.5% on a NAV basis on 29 September 2022). Inception to quarter-end return was 23.5% or 6.25% compounded annual return. 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.