Stanphyl Capital December 2021 Commentary
Stanphyl Capital’s commentary for the month ended December 2021, discussing the U.S. economic situation, and their long positions in NuScale Power, Volkswagen AG (OTCMKTS:VWAPY), and General Motors Company (NYSE:GM). Q3 2021 hedge fund letters, conferences and more Friends and Fellow Investors: Stanphyl Capital's PerformanceFor December 2021 the fund was up approximately 15.3% net of all fees and expenses. By way of comparison, the S&P 500 was up 4.5% while the Russell 2000 was up 2.2%. For 2021 the fund was up 25.9% net while the S&P 500 was up 28.7% and the Russell 2000 was up 14.8%. Since i...