Richie Capital Group’s Q4 2021 Investor Letter

Richie Capital Group, an investment management firm, published its fourth-quarter 2021 investor letter – a copy of which can be downloaded here. A quarterly portfolio net return of 4.8% was recorded by the RCG Long Only strategy for the fourth quarter of 2021, while the RCG Long Short Fund gained 5.6%. The fund’s benchmarks, the Russell 3000 Index, the Equity Long-Short Index, and the S&P 500 Large Cap Index returned 2.3%, -0.2%, and 10.7% respectively for the same period. Spare some time to check the fund’s top 5 holdings to have a clue about their top bets for 2022.