Tidefall Capital’s Q1 2022 Investor Letter

Tidefall Capital LP, an asset management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here. A decrease of -1.2 percentage points was delivered by the fund’s institutional shares for the first quarter of 2022, still slightly better than the S&P 500 Index’s -4.6%, but below the TSX Index which increased 3.8% for the same period. Try to spend some time taking a look at the fund’s top 5 holdings to be informed about their best picks for 2022.