HROW - SRK Capital's 2021 H1 Partnership Letter

• SRK Capital, LLC provides investment management services to an investment partnership, SRK Fund I, LP.
• SRK Fund I, LP appreciated +59.17% during the first half of 2021. In contrast, the S&P 500 and the Russell 2000 gained +15.25% and 17.53%, respectively.
• Over the next year I won’t be surprised to see de-SPACed companies disappoint as they fail to hit their egregious projections and the shareholders begin to realize they own overpriced pigs covered-up in shiny lipstick.
• As far as inflation concerns go, I don’t have an opinion whether it is transitory or here to stay. I do know from history that more has been lost by investing with the fear of macro-economic concerns than by choosing to mostly ignore them and focus on individual company fundamentals.

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