RLT Capital’s Q4 2021 Investor Letter

RLT Capital, an investment management firm, published its fourth-quarter 2021 investor letter – a copy of which can be downloaded here. In the eight years since the Fund’s inception, the portfolio has finished the year in negative territory only twice. A return of 1.76% was recorded by the Fund for the fourth quarter of 2021, versus the S&P 500 TR Index which gained 11.03%  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.