SRK Capital’s Q4 2023 Investor Letter

SRK Capital, an investment management firm, released its fourth quarter 2023 investor letter. In 2023, the SRK Fund appreciated 17.15% while the S&P 500 and the Russell 2000 appreciated 26.29% and 16.93%, respectively. The fund increased 869.94% compared to 98.88% and 41.75% for the indexes respectively. The Fund underperformed the S&P 500 for the first time in 2023. In addition, please check the fund’s top five holdings to know its best picks in 2023.

A copy of SRK Capital’s Q4 2023 investor letter can be downloaded here.