SRK Capital’s Q4 2021 Investor Letter

SRK Capital, an investment management firm, published its fourth-quarter 2021 investor letter – a copy of which can be downloaded here. A quarterly portfolio net return of -9.41% was recorded by the fund for the second half of 2021. In contrast, the S&P 500 and the Russell 2000 returned +11.67% and -2.34%, respectively. For the year, the Fund appreciated 46.71%, compared to 28.71% for the S&P 500 and 14.78% for the Russell 2000. Spare some time to check the fund’s top 5 holdings to have a clue about their top bets for 2022.