RF Capital Management’s Q1 2022 Investor Letter

RF Capital Management, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here. In the first quarter of 2022, RF Capital returned +3.06% net of all fees. Additionally, RF Capital generated a +54.3% and -0.56% return net of all fees in FY 2021 and H2 2021, respectively. Try to spend some time looking at the fund’s top 5 holdings to be informed about their best picks for 2022.