Palm Valley Capital Management’s Q1 2022 Investor Letter

Palm Valley Capital Management, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here. A quarterly portfolio return of 1.94% was recorded by the fund for the first quarter of 2022, while its benchmarks, the S&P SmallCap 600 Index, by comparison, returned -5.64% and -6.18% return for the Morningstar Small Cap Index over the same period. Try to spend some time taking a look at the fund’s top 5 holdings to be informed about their best picks for 2022.