Saltlight Capital’s Q1 2022 Investor Letter

Saltlight Capital, an asset management firm, published its first-quarter 2021 investor letter – a copy of which can be downloaded here. SaltLight Capital Management started in 2015 and has grown tremendously, with assets under management doubling each year. The fund’s investment process is continuously evolving. The SaltLight SNN Worldwide Flexible fund returned -22.50% for the 1st quarter of 2022. Management expects to grow fee-bearing assets under management to $830 bn over the next five years. Try to spend some time looking at the fund’s top 5 holdings to be informed about their best picks for 2022.