Vulcan Value Partners Focus Fund’s Q4 2021 Investor Letter

Vulcan Value Partners, an investment management firm, published its “Vulcan Value Partners Focus Fund” fourth quarter 2021 investor letter – a copy of which can be downloaded here. Vulcan’s Focus Composite Fund delivered a 7.3% net return for the fourth quarter of 2021, compared to its benchmarks, the Russell 1000 Value Index and S&P 500 Index which delivered 7.8% and 11.0% returns respectively for the same period. Spare some time to check the fund’s top 5 holdings to have a clue about their top bets for 2022.