Ruffer Investment Management’s Q4 2021 Investor Letter

Ruffer Investment Management, an investment management firm, published its fourth-quarter 2021 investor letter – a copy of which can be seen here. Ruffer has been providing investment management services for institutions, pension funds, charities, financial planners, and private clients, in the UK and internationally since 1994. According to the fund, in investing today, there is no time for exuberance – it is a time to keep safe. Spare some time to check the fund’s top 5 holdings to have a clue about their top bets for 2022.