This Value Fund Likes Trucking And Logistics Firms As Supply Chain Pressures Drive Prices Higher

Lyrical Asset Management International was up 16.1% for 2021, compared to the MSCI EAFE index's 11.3% return and the MSCI EAFE Value Index's 10.9% gain.

Q4 2021 hedge fund letters, conferences and more

Inflation Is Now The Specter Over The Markets

In their 2021 review sent to investors, which they shared with ValueWalk, portfolio managers John Mullins and Dan Kaskawits said their strategy has outperformed the EAFE Value Index in every calendar year since inception. Lyrical will mark three years since its inception at the end of May.

Mullins and Kaskawits noted that the...