Voss Capital’s Q1 2022 Investor Letter

Voss Capital, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be seen here. In its Q1 2022 letter, Voss Capital mentioned that as of the middle of May, using its Base Case price targets, which are calculated using a detailed analysis of the fundamentals of our portfolio companies, the fund estimates that the upside to its long book exceeds 100% in the next 12-18 months, which compares very favorably to Voss’ historical average estimate of closer to 30%. Try to spend some time looking at the fund’s top 5 holdings to be informed about their best picks for 2022.