GOED - Artko Capital Q1 2022 Partner Letter

• Artko Capital invests in small/micro cap companies and special situations within a concentrated portfolio.
• For Q1 2022, an average partnership interest in Artko Capital LP was down 11.4% net of fees.
• We remain confident that our portfolio companies will continue to grow through the turbulent and uncertain months ahead due to strong backlogs, staple products, and secular tailwinds far outweighing short term economic uncertainties.
• We believe that today’s market performance feels much more like the “taper tantrum” and Grexit/Brexit-like drawdowns based on uncertainty versus thelate 2008/March 2020-baseddrawdowns on decimatedfundamentals.

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