They released their quarterly strategy letter for Q4’22. It looks like they underperformed the S&P 500 again and are down 30%. At what point does such a storied firm like RCG just shut down given it’s recent performance issues? They’ve tried to institute a new IC structure, but it seems like it just hasn’t worked. I know they’ve continued to say the gap between the intrinsic value of their portfolio has the market prices have widened, but how long can you say that for? Genuinely curious
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Hey wallstreethopeful17, sorry about the delay, but are any of these useful:
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I hope those threads give you a bit more insight.
Looking through their portfolio they currently own mostly good companies at mostly acceptable multiples - my guess is they do fine from here. Happy to see them get their comeuppance on META, I hate that company.
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