- Mittleman Investment Management, LLC is an SEC-registered investment adviser that provides discretionary portfolio management to institutional investors and high-net-worth individuals.
- Value investing seems to be regaining some fans as interest rates rise along with inflation, factors that have often been associated with value strategies outperforming.
- The top three contributors to Q4 2021 performance were Aimia Inc., Revlon Inc. and International Game Tech.
- The three most impactful detractors from Q4 2021 performance were AMA Group, ABS- CBN Holdings Corp. and Greatview Aseptic Packaging.
For further details see:
Mittleman Brothers Q4 2021 Investor Letter