SRK Capital’s Q2 2022 Investor Letter

SRK Capital, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here. SRK Fund I, LP declined by -17.57% during the first half of 2022. In contrast, the S&P 500 and the Russell 2000 declined by -19.96% and -23.44%, respectively. Since its inception, the Fund has appreciated 400.88% compared to 53.93% for the S&P 500 and 16.75% for the Russell 2000. Go over the fund’s top 5 positions to have a glimpse of its finest picks for 2022.