Vltava Fund’s Q2 2022 Investor Letter

Vltava Fund, a global investment fund, released its second quarter 2022 investor letter. A copy of the same can be downloaded here. The letter discussed oil prices and their effects on the market. The historical data shows that through the end of 2021, the prices of the shares in the portfolio increased by nearly 60%. After a dip in 2018 and the Covid collapse in 2020, the portfolio experienced rapid growth. In addition, you can check the top 5 holdings of the fund to know its best picks in 2022.