- Maran Capital is a value-driven, concentrated, long-term investment manager focusing on small-cap stocks and special situations because we believe these are the most inefficient corners of the market.
- In the first quarter of 2022, Maran Partners Fund returned -11.2%, net of all fees and expenses.
- Right now it feels like the range of potential macroeconomic outcomes is unusually wide.
- The best way to protect and grow capital through periods of inflationis to own good businesses at good prices that will grow to be much more valuable severalyears in the future.
For further details see:
Maran Partners Fund Q1 2022 Letter