DECPF - Emeth Value Capital 1H 2022 Letter

• Emeth Value Capital is a private investment partnership focused on maximizing long-term net returns for a select group of limited partners. Independent thought, structural simplicity, and philosophically aligned partners feed the competitive advantage of our partnership.
• We focus intensely on downside protection and stress what we believe are realistic worst case fundamental outcomes across our portfolio.
• The temptation to overbet is at its peak when the prospects for sensational growth are greatest.
• Risk often moves to the forefront of investor consciousness only when things are already going badly.

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