HROWL - SRK Capital H2 2023 Investor Letter
2024-02-21 11:40:00 ET
Summary
- SRK Capital, LLC provides investment management services to an investment partnership, SRK Fund I, LP.
- SRK Fund I, LP appreciated 17.15% during 2023.
- I believe our holdings present a significant opportunity with minimal fundamental downside and several catalysts on the horizon that should help to generate reasonable results throughout the next 12-18 months.
Dear Partners,
SRK Fund I, LP appreciated 17.15% during 2023. In contrast, the S&P 500 and the Russell 2000 appreciated 26.29% and 16.93%, respectively. Since inception, the Fund has appreciated 869.94% compared to 98.88% for the S&P 500 and 41.75% for the Russell 2000....
SRK Capital H2 2023 Investor Letter