River Oak Capital’s Q2 2022 Investor Letter

Investment management company River Oak Capital recently released its first half 2022 investor letter. A copy of the same can be downloaded here. In the first half of 2022, the fund’s book value per share decreased by 40.9%, and the investment return reduced by -39.8%. The compounded annual change in the book value is 10.9%, and the compounded investment return is 19.1%. In addition, you can check the top 5 holdings of the fund to know its best picks in 2022.