Stewart Asset Management’s Q2 2022 Investor Letter

Stewart Asset Management, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here. In the second quarter of 2022, the Flagship portfolio declined 20.77%, net of fees. According to the fund, retrenchments are an ugly stalker in all markets, but, importantly, they create opportunities. Stewart Asset Management believes that a strong case can be made for their clients’ capital at least doubling over the next half-decade. Go over the fund’s top 5 positions to have a glimpse of its finest picks for 2022.