SVN Capital, the value-focused hedge fund managed by Shree Viswanathan, lost 27.4% net of all expenses in the first half of 2022.
Despite the firm’s focus on deeply undervalued equities with cash-rich balance sheets, it has not been able to escape the broader equity market selloff. However, despite the losses, the fund manager remains optimistic that his value-focused approach will yield results in the long run.
Finding Value In Global Markets
Viswanathan focuses on finding value in international markets and manages a concentrated portfolio of these equities.
Q2 2022 hedge fund letters, conferences and more
He notes in his update that he guards against his “own ignorance” of macro factors by “not having...

