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Factsheet | 2Q22

  • Kunal Mashruwala
  • Jul 14, 2022
  • 1 min read

Updated: Apr 27

1H22 is over. And it's more of the same at Mash.


The carnage continues and so does our wait (I have no interest whatsoever in trying to catch falling knives). With a minimal drawdown YTD, we are well-positioned to take advantage of the environment that is likely to develop during 2H22.






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