Back
Hedge Fund
Ad Hoc Letter To Investors - January 2022
January 2022 - Hedge Fund
Dear Investor,
We hope this letter finds you well.
In January volatilities have surged and equities have sold off. Small caps across sectors have been particularly hit, and many growth stocks experienced panic selling. Many holdings in our fund have not been spared from the panic and our fund experienced the worst monthly drawdown since inception. The panic has dramatically lowered the valuations of many quality growth stocks.
In January, markets have been dominated by macro fears and gone back to