2022 was a brutal year for the markets.
Still very good results given the macro back drop. Having a large exposure to tech also wasn’t great for returns this year. But like all businesses, they turn out to be somewhat cyclical. Tech will have its time again.
Thanks man, I believe performance, given the context, was slightly satisfactory. Indeed, not the best year to be exposed to tech.
Great job with the portfolio and good luck for your master Giuliano!
Thank you very much Arny!
Still very good results given the macro back drop. Having a large exposure to tech also wasn’t great for returns this year. But like all businesses, they turn out to be somewhat cyclical. Tech will have its time again.
Thanks man, I believe performance, given the context, was slightly satisfactory. Indeed, not the best year to be exposed to tech.
Great job with the portfolio and good luck for your master Giuliano!
Thank you very much Arny!