Tidefall Capital’s Q2 2022 Investor Letter

Tidefall Capital LP, an asset management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here. Tidefall is a concentrated, unconstrained investment fund that attempts to compound its capital at an attractive rate of return. The fund’s investment advantage comes from its in-depth research, long-term time horizon, and appreciation of biases. Go over the fund’s top 5 positions to have a glimpse of its finest picks for 2022.