Richie Capital Group’s Q1 2022 Investor Letter

Richie Capital Group, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here. A quarterly portfolio return of -8.4% was recorded by the RCG Long Only strategy for the first quarter of 2022, while the RCG Long Short Fund declined -7.9%. The fund’s benchmarks, the Russell 3000 Index, the Equity Long-Short Index, and the S&P 500 Large Cap Index returned -7.5%, -1.2%, and -5.0% respectively for 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.