Should You Now Consider Selling Your Ball Corp. (BALL) Position?

NZS Capital, an investment management firm, published its “Growth Equity Fund” second-quarter 2022 investor letter – a copy of which can be downloaded here. The NZS Capital Growth Equity strategy was down 23.44% net of fees in the second quarter of 2022; in comparison, its global market index benchmark declined by 15.64%. Year to date, the strategy was down 31.62% net while the index fell by 20.01%. Since inception, the strategy has cumulatively risen 35.33% net compared to a 9.86% return in...