From Whitney Tilson’s T2 Partners June Shareholder Letter
Dear friends and readers,
1) As the market continued its swoon, our fund bucked the trend last month and rose 4.2% net vs. -5.2% for the S&P 500, -3.4% for the Dow and -6.5% for the Nasdaq. Year to date, our fund is up 9.8% net vs. -6.6% for the S&P 500, -5.0% for the Dow and -6.7% for the Nasdaq.
The post was originally published here. Highlights: Resolving gas supply issues ensures longevity A pioneer in renewable energy should be future proof Undemanding valuation could lead to re-rating Q1 2022 hedge fund letters, conferences and more
Attached is our June letter to investors, in which we share our detailed (nine page) analysis of BP.
(Past performance is not indicative of future results. Please refer to additional disclosures at the end of the investor letter.)
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T2 Accredited Fund Ltr to Investors-June 10